As of 31 Dec 2025, 30 institutional investors reported holding 2,469,517 shares of ELEVATION SERIES TRUST - SOVEREIGNS CAPIT (SOVF).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 2,469,517 | $72,155,324 | -$14,485,155 | $29.18 | 30 |
| 2025 Q3 | 2,940,914 | $89,059,823 | -$1,534,639 | $30.28 | 30 |
| 2025 Q2 | 2,991,684 | $88,411,947 | +$6,403,688 | $30.16 | 28 |
| 2025 Q1 | 2,782,755 | $82,678,781 | +$5,062,497 | $29.71 | 23 |
| 2024 Q4 | 2,612,131 | $80,320,078 | +$23,492,411 | $30.75 | 23 |
| 2024 Q3 | 1,848,220 | $56,030,208 | +$24,781,856 | $30.35 | 16 |
| 2024 Q2 | 1,032,103 | $31,146,496 | +$4,723,838 | $28.64 | 12 |
| 2024 Q1 | 873,968 | $24,837,705 | +$6,231,461 | $29.75 | 10 |
| 2023 Q4 | 656,863 | $18,641,796 | +$18,641,796 | $28.38 | 5 |