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 | No change | 877,013 | 47,817 | 12.28% | 13.28% | 1 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| NewEdge Advisors, LLC | History | No change | 4,632 | 275 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 4,332 | 257 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |