ELEVATION SERIES TRUST
Institutional coverage
29 13F filers hold $DECZ.
13F holders
29
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
No exposure this quarterNo top-200 alpha managers currently hold $DECZ. The institutional holders table below shows the broader 13F picture.
Institutional holders
Top 10 of 29 · Source: 13F-HR01
Northeast Financial Group, Inc.
2.12% of portfolio
279,404 sh
02
XML Financial, LLC
0.27% of portfolio
27,738 sh
03
B.O.S.S. Retirement Advisors, LLC
0.33% of portfolio
25,982 sh
04
JPMorgan
0.28% of portfolio
24,037 sh
05
Crossingbridge Advisors, LLC
0.22% of portfolio
23,471 sh
06
Diversified Enterprises, LLC
0.35% of portfolio
22,073 sh
07
Sterling Investment Counsel, LLC
0.93% of portfolio
19,366 sh
08
Guardian Wealth Advisors, LLC / Nc
0.71% of portfolio
14,741 sh
09
Integrated Wealth Management
0.60% of portfolio
13,193 sh
10
Capital Square, LLC
0.05% of portfolio
12,068 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $DECZ in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $DECZ in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 12:49 UTC.