| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Citadel Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
| ROCKY MOUNTAIN ADVISERS, LLC | 7 | 7 | 43.56% | 50.27% | 55.60% | Q4 2022 | Q2 2024 | 7 |
| GOLDMAN SACHS GROUP INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 5 |
| UBS Group AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
This page lists all the filers that currently own ELEVATION SERIES TRUST or have owned ELEVATION SERIES TRUST in the past.