SRHR ELEVATION SERIES TRUST
FollowSRH RE CO CA ETF (fund)
5 managers (5 13F filers) reported a position in SRHR shares at 2025-09-30, 888,779 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 5
- 13F filers
- 5
- New
- 1
- Added
- 2
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 888,779
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| SRH ADVISORS, LLC | 878,259 | $48.6M | 14.2% | +37 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 5,652 | $313K | <0.01% | new | 13F-HRTimelineGroup |
| NewEdge Advisors, LLC | 4,413 | $244K | <0.01% | -499 | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 410 | $23K | <0.01% | +300 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 45 | $2.49K | <0.01% | 0 | 13F-HRTimelineGroup |