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.

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%

-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

Stock Performance

Real-time

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 Q2 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 June 30, 2026 · 10d ago

CEFZ

-0.4%

SPY

+1.3%

CEFZ outperformed SPY by -1.7% since June 30, 2026.

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

2026 Q2 Stats Unlock in 40 days 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

Valuation Measures Data as of: --

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Financial Highlights

Profitability

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Income Statement & Cash Flow

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Institutional Holders (2026 Q2)

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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 1 CEFZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Integrated Capital Management, INC.	0.16%	27,213	$224K

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 Q2 hedge fund 13F filings?

Since the quarter end (June 30, 2026), CEFZ has gained -0.4% vs +1.3% 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.