NPFE — Elevation Series Trust Institutional Holders · Q2 2026
Who owns Elevation Series Trust (NPFE)? 4 institutions reported holding $648.82M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Norris Perne & French LLP ($636.2M), Whipplewood Advisors, LLC ($12.2M), Citadel Advisors LLC ($320,577).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NORRIS PERNE & FRENCH LLP/MI | $636.2M | 22.9M | Trimmed |
| 2 | Whipplewood Advisors, LLC | $12.2M | 437,689 | Trimmed |
| 3 | CITADEL ADVISORS LLC | $320,577 | 11,544 | New |
| 4 | UBS Group AG | $105,693 | 3,806 | New |
Source: SEC Form 13F filings · as of 2026-06-30