SRHR — Elevation Series Trust Institutional Holders · Q2 2026
Who owns Elevation Series Trust (SRHR)? 6 institutions reported holding $52.73M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Srh Advisors, LLC ($52.1M), NewEdge Advisors, LLC ($275,306), Citadel Advisors LLC ($257,497).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SRH ADVISORS, LLC | $52.1M | 877,013 | Trimmed |
| 2 | NewEdge Advisors, LLC | $275,306 | 4,632 | Added |
| 3 | CITADEL ADVISORS LLC | $257,497 | 4,332 | New |
| 4 | OAKWORTH CAPITAL, INC. | $56,277 | 2,080 | Hold |
| 5 | SIMPLEX TRADING, LLC | $6,452 | 100 | New |
| 6 | FMR LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30