Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Elevation Series Trust - Opal International Dividend Income ETF include Citadel Advisors Llc, Financial Gravity Companies, Inc., and Sofos Investments, Inc. .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 2,240 | 66 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 6,840 | 200 | ||||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 2,798,194 | 20.32 | 81,875 | 28.12 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 2,210 | 61 |
