SRHR — ELEVATION SERIES TRUST
As of Q2 2026, 1 SEC-registered investment managers reported holding SRHR (ELEVATION SERIES TRUST) in their latest 13F filings, with a combined reported value of $257.50K across 4.33K shares. That is +433100.0% by share count (+4.33K shares) versus the previous quarter, while reported value moved +485743.4%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Citadel Advisors history | Q2 2026 | 4.33K | $257.50K | 0.00% | New |
| UBS Group AG history | Q3 2025 | 45 | $2.49K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | Q1 2026 | 1 | $53 | 0.00% | New |
New Positions (Q2 2026)
- Citadel Advisors 4.33K sh · $257.50K
Fully Exited (vs previous quarter)
- Fidelity Management & Research (FMR) sold 1 sh · $53
Fund Position History — shares by quarter (top 3 funds)
| Fund | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q2 2025 | Q3 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|
| Citadel Advisors | 20.77K | 19.41K | 18.70K | 16.91K | 4.59K | — | 5.65K | — | 4.33K |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | 1 | — |
| UBS Group AG | — | 24 | — | — | 26 | 45 | 45 | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details