SOVF · Insider trading · 13F holders · Congress trades
Elevation Series Trust (SOVF)
Who is buying and selling SOVF: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 4
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SOVF at a glance
- No open-market insider purchases or sales of SOVF were filed in the last 90 days.
- 4 13F filers hold SOVF among their 50 largest positions, worth $31.4M combined. The biggest bets by portfolio weight are Cornerstone Management, Inc. (2.7%), Bare Financial Services, Inc (1.0%) and OneAscent Wealth Management LLC (0.7%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in SOVF.
SOVF insider trading
No open-market insider purchases or sales of SOVF were filed in the last 90 days.
Who owns SOVF? Hedge funds and superinvestors
4 13F filers hold SOVF among their 50 largest positions, worth $31.4M combined. The biggest bets by portfolio weight are Cornerstone Management, Inc. (2.7%), Bare Financial Services, Inc (1.0%) and OneAscent Wealth Management LLC (0.7%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Cornerstone Management, Inc.Institutional asset manager | 2.7% | $18.4M | 618,375 | +1.7% shares | Q3 2026 |
| ICONIQ Capital, LLCHedge fund | 0.2% | $6.4M | 214,249 | +0.0% shares | Q2 2026 |
| Bare Financial Services, IncWealth manager | 1.0% | $4.5M | 150,990 | +4.0% shares | Q2 2026 |
| OneAscent Wealth Management LLCWealth manager | 0.7% | $2.2M | 74,059 | +15.9% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 1, Q2 2026: 3). Screen SOVF in the grand portfolio →
SOVF stock trades by members of Congress
No member of Congress has disclosed a trade in SOVF.
SOVF questions and answers
Are insiders buying SOVF stock?
No open-market insider purchases or sales of SOVF were filed in the last 90 days.
Which hedge funds own SOVF?
4 13F filers hold SOVF among their 50 largest positions, worth $31.4M combined. The biggest bets by portfolio weight are Cornerstone Management, Inc. (2.7%), Bare Financial Services, Inc (1.0%) and OneAscent Wealth Management LLC (0.7%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded SOVF?
No member of Congress has disclosed a trade in SOVF.
Who is the largest holder of SOVF?
Among 13F filers, Cornerstone Management, Inc. reports the largest SOVF position, $18.4M (618,375 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Cornerstone Management, Inc.'s: 2.7% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.