Q2 2025 13F Holders as of 30 Jun 2025
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Type / Class
-
Equity / SRH US QLTY GARP
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Number of holders
-
3
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Total 13F shares, excl. options
-
4,343,770
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Shares change
-
-44,286
-
Total reported value, excl. options
-
$162,181,611
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Value change
-
-$1,574,287
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Number of buys
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1
-
Number of sells
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2
-
Price
-
$37.34
Institutional Holders of ELEVATION SERIES TRUST - SRH US QLTY GARP (SRHQ) as of Q2 2025
As of 30 Jun 2025 ELEVATION SERIES TRUST - SRH US QLTY GARP (SRHQ) had 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 4,343,770 shares of stock of the company.
Largest 3 holders included SRH ADVISORS, LLC, GOLDMAN SACHS GROUP INC, and UBS Group AG.
This table shows 3 institutional shareholders of the security as of 30 Jun 2025.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.