ELEVATION SERIES TRUST
Institutional coverage
28 13F filers hold $JANZ.
13F holders
28
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
No exposure this quarterNo top-200 alpha managers currently hold $JANZ. The institutional holders table below shows the broader 13F picture.
Institutional holders
Top 10 of 28 · Source: 13F-HR01
Northeast Financial Group, Inc.
1.89% of portfolio
263,668 sh
02
Core Wealth Partners LLC
5.92% of portfolio
238,664 sh
03
Sterling Investment Counsel, LLC
1.82% of portfolio
39,986 sh
04
XML Financial, LLC
0.30% of portfolio
32,392 sh
05
Guardian Wealth Advisors, LLC / Nc
1.45% of portfolio
31,856 sh
06
B.O.S.S. Retirement Advisors, LLC
0.33% of portfolio
27,602 sh
07
Diversified Enterprises, LLC
0.39% of portfolio
25,996 sh
08
JPMorgan
0.29% of portfolio
25,495 sh
09
Integrated Wealth Management
0.78% of portfolio
18,100 sh
10
Vision Capital Corp
0.16% of portfolio
17,847 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $JANZ in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $JANZ 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 10:26 UTC.