Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Elevation Series Trust - Sovereign's Capital Flourish Fund include OneAscent Financial Services LLC, OneAscent Wealth Management LLC, Brown Advisory Inc, Moneta Group Investment Advisors Llc, OneAscent Family Office, LLC, Advisor Group Holdings, Inc., Raymond James Financial Inc, Jpmorgan Chase & Co, and GeoWealth Management, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Vident Advisory, LLC | 413,584 | 0.02 | 12,474 | 1.53 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 35,423 | 41.38 | 1 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 694 | 21 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 75,071 | 2 | ||||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 7,462 | 0 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 11,401 | 19.76 | 344 | 21.63 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 42,252 | 38.00 | 1,274 | 40.15 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8,949 | 270 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1 | 0 | ||||||
| 2025-08-15 | 13F | Keel Point, LLC | 61,825 | 26.15 | 1,865 | 28.02 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 18,575 | 560 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 22,667 | 900.75 | 684 | 919.40 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3 | 0 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 229,864 | 5.38 | 6,933 | 6.98 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 8,940 | 270 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 53,709 | 416.18 | 1,620 | 423.95 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 851,892 | 8.19 | 25,693 | 9.82 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 22,646 | 61.00 | 683 | 63.55 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 27 | 1 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 72,736 | 30.91 | 2,194 | 32.91 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 51,374 | 2.05 | 1,549 | 3.61 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 538,613 | 5.66 | 16,245 | 7.26 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 69,183 | 2 |
