ELEVATION SERIES TRUST
Institutional coverage
26 13F filers hold $SOVF.
13F holders
26
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
1 holders · Q1 2026Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 26 · Source: 13F-HR01
East Coast Asset Management, LLC.
2.58% of portfolio
604,973 sh
02
Ackerman Capital Advisors, LLC
0.42% of portfolio
572,410 sh
03
Private Advisor Group, LLC
0.13% of portfolio
214,249 sh
04
Outfitters Financial LLC
0.03% of portfolio
180,242 sh
05
Signature Wealth Management Group
0.07% of portfolio
175,494 sh
06
Modern Wealth Management, LLC
1.03% of portfolio
145,186 sh
07
Rings Capital Management LLC
0.21% of portfolio
142,462 sh
08
Cerro Pacific Wealth Advisors LLC
0.57% of portfolio
63,895 sh
09
First Pacific Advisors, LP
0.11% of portfolio
63,609 sh
10
Lgt Capital Partners Ltd.
0.03% of portfolio
60,281 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $SOVF in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $SOVF 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 07:22 UTC.