Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Elevation Series Trust (CEFZ)

28 + Investors. Track Smart Money conviction in CEFZ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
48%

Smart Money Signals — CEFZ

Based on 28 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 2Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
28 hedge funds hold CEFZ right now — the highest count in 0.8 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🟠

More sellers than buyers — 48% buying

14 buying15 selling
Last quarter: 15 funds reduced or exited vs 14 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 12 → 5. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares -2%, value -32%

Value
-32%
Shares
-1%
Last quarter: funds added -2% more shares while total portfolio value only changed -32%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 28 current holders: 28 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
4 of 28 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in CEFZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.6
out of 10
Moderate Exit Risk
Exit risk score 5.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CEFZ

In 2026 Q1, 14 hedge funds were net buyers of CEFZ (5 opened a new position, 9 added to an existing one), while 15 reduced or exited (10 trimmed, 5 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 49% of total institutional value in CEFZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 28.

Hedge Fund Ownership: CEFZ

How many hedge funds hold CEFZ — quarterly history vs. share price
Quarterly hedge fund ownership of CEFZ vs. share price

Market Analysis: CEFZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CEFZ

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Elevation Series Trust (CEFZ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CEFZ has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 89d ago
CEFZ
+4.2%
SPY
+12.4%

CEFZ outperformed SPY by -8.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 44d ago
CEFZ
+0.3%
SPY
-1.1%

Since the filing became public, CEFZ outperformed SPY by +1.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: CEFZ
28 + Investors

Track Smart Money conviction in CEFZ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 28 28 -
13F Shares 2M 2M -1.72%
Total Value $14M $20M -32.42%
New Positions 5 12 -7
Increased Positions 9 6 +3
Closed Positions 5 5 -
Reduced Positions 10 4 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CEFZ

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

28 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CEFZ. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CEFZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Triangle Securities Wealth Management 0.16% 90,618 $711K
2 Integrated Capital Management, INC. 0.13% 24,745 $194K
3 Waddell & Associates, LLC 0.07% 147,035 $1.2M
4 Authentikos Wealth Advisory, LLC 0.06% 11,440 $90K
5 Elevated Capital Advisors, LLC 0.02% 9,111 $72K
6 Waverly Advisors, LLC 0.02% 299,427 $2.3M
7 Great Lakes Retirement, Inc. 0.02% 18,904 $148K
8 Kingdom Financial Group LLC. 0.01% 3,804 $30K
9 Lloyd Advisory Services, LLC. 0.01% 3,804 $30K
10 Independent Financial Group, LLC 0.01% 26,691 $209K
11 Plante Moran Financial Advisors, LLC 0.01% 10,626 $83K
12 AE Wealth Management LLC 0.00% 112,448 $882K
13 Gts Securities LLC 0.00% 14,965 $117K
14 Networth Advisors, LLC 0.00% 569 $4K
15 Envestnet Asset Management Inc 0.00% 814,123 $6.4M
16 Mml Investors Services, LLC 0.00% 62,095 $487K
17 Quest 10 Wealth Builders, Inc. 0.00% 164 $1K
18 Kestra Advisory Services, LLC 0.00% 19,291 $151K
19 Cetera Investment Advisers 0.00% 39,676 $311K
20 Allworth Financial LP 0.00% 2,441 $19K
21 Creative Planning 0.00% 11,876 $93K
22 Osaic Holdings, INC. 0.00% 4,794 $38K
23 Triumph Capital Management 0.00% 28 —
24 Royal Bank of Canada 0.00% 11,809 $93K
25 Jane Street Group, LLC 0.00% 14,792 $116K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Elevation Series Trust (CEFZ)

What does the Smart Money Trend signal show for CEFZ?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for CEFZ?

More sellers than buyers — 48% buying: Last quarter: 15 funds reduced or exited vs 14 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CEFZ holders?

Elite ownership — 49% AUM from top-100 funds: 4 of 28 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in CEFZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CEFZ?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Elevation Series Trust (CEFZ) following the 2026 Q1 hedge fund 13F filings?

As of today, CEFZ has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of +1.4%. Since the quarter end (March 31, 2026), CEFZ has gained +4.2% vs +12.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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