ELEVATION SERIES TRUST

$SRHQ
← All companies Sign in to track
Institutional coverage

3 13F filers hold $SRHQ.

13F holders
3
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

No exposure this quarter

No top-200 alpha managers currently hold $SRHQ. The institutional holders table below shows the broader 13F picture.

Institutional holders

Top 3 of 3 · Source: 13F-HR
01
Srh Advisors, LLC
49.48% of portfolio
4,308,340 sh
02
Orrstown Financial Services Inc.
—
32,441 sh
03
American Assets Investment Management, LLC
0.12% of portfolio
10,417 sh

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $SRHQ in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $SRHQ 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 10:13 UTC.