Elevation Series Trust - SRHQ
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SRH ADVISORS, LLC | History | Added to | 4,310,145 | 200,433 | 51.49% | 50.35% | 1 | +620 | 0.01% | Q3 2026 | Oct 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 31,028 | 1,422 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 11,372 | 528 | 0.14% | 0.12% | 3 | +944 | 9.05% | Q3 2026 | Nov 05, 2026 |
| Kestra Advisory Services, LLC | History | New | 9,933 | 461 | 0.0% | — | 4 | +9,933 | New | Q3 2026 | Nov 02, 2026 |