ELEVATION SERIES TRUST
Institutional coverage
24 13F filers hold $OCTZ.
13F holders
24
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
No exposure this quarterNo top-200 alpha managers currently hold $OCTZ. The institutional holders table below shows the broader 13F picture.
Institutional holders
Top 10 of 24 · Source: 13F-HR01
Northeast Financial Group, Inc.
2.20% of portfolio
274,021 sh
02
Core Wealth Partners LLC
1.37% of portfolio
49,442 sh
03
Sterling Investment Counsel, LLC
1.77% of portfolio
34,825 sh
04
Guardian Wealth Advisors, LLC / Nc
1.45% of portfolio
28,397 sh
05
Vision Capital Corp
0.16% of portfolio
16,049 sh
06
W Advisors, LLC
0.35% of portfolio
13,560 sh
07
XML Financial, LLC
0.13% of portfolio
12,731 sh
08
B.O.S.S. Retirement Advisors, LLC
0.16% of portfolio
11,843 sh
09
JPMorgan
0.14% of portfolio
11,072 sh
10
Aldebaran Capital, LLC
0.01% of portfolio
10,548 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $OCTZ in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $OCTZ 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 12:57 UTC.