Elevation Series Trust - SRHR
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 | 879,273 | 46,284 | 13.24% | 13.42% | 1 | +1 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 4,630 | 243 | 0.0% | 0.0% | 2 | +215 | 4.87% | Q1 2026 | Jun 02, 2026 |
| FMR LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |