5 institutions reported holding $199.6M of ELEVATION SERIES TRUST (SRHQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: SRH ADVISORS, LLC ($197.6M), GOLDMAN SACHS GROUP INC ($1.4M), WBI INVESTMENTS, LLC ($478,216), OAKWORTH CAPITAL, INC. ($56,277), SIMPLEX TRADING, LLC ($6,452). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SRH ADVISORS, LLC | $197.6M | 4.3M | Added |
| 2 | GOLDMAN SACHS GROUP INC | $1.4M | 31,028 | Trimmed |
| 3 | WBI INVESTMENTS, LLC | $478,216 | 10,428 | Added |
| 4 | OAKWORTH CAPITAL, INC. | $56,277 | 2,080 | Hold |
| 5 | SIMPLEX TRADING, LLC | $6,452 | 100 | New |
Source: SEC Form 13F filings · as of 2026-06-30