Who Owns ELEVATION SERIES TRUST (LRNZ)? -- Institutional Holders (2026-06-30)
31 institutions reported holding $8.5M of ELEVATION SERIES TRUST (LRNZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Mid-American Wealth Advisory Group, Inc. ($1.1M), Brookstone Capital Management ($1.1M), Authentikos Wealth Advisory, LLC ($946,557), WEDBUSH SECURITIES INC ($889,000), Cetera Investment Advisers ($535,257). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Mid-American Wealth Advisory Group, Inc. | $1.1M | 17,587 | Added |
| 2 | Brookstone Capital Management | $1.1M | 17,008 | Added |
| 3 | Authentikos Wealth Advisory, LLC | $946,557 | 14,669 | Trimmed |
| 4 | WEDBUSH SECURITIES INC | $889,000 | 13,773 | Trimmed |
| 5 | Cetera Investment Advisers | $535,257 | 8,295 | Added |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $534,160 | 8,278 | Trimmed |
| 7 | Sloy Dahl & Holst, LLC | $527,514 | 8,175 | Hold |
| 8 | Acorn Wealth Advisors, LLC | $456,340 | 7,072 | Added |
| 9 | Weaver Consulting Group | $406,783 | 6,304 | Hold |
| 10 | Continuum Advisory, LLC | $291,472 | 4,517 | New |
| 11 | OSAIC HOLDINGS, INC. | $272,560 | 4,222 | Hold |
| 12 | Stratos Wealth Partners, LTD. | $217,975 | 3,378 | New |
| 13 | Independence Wealth Advisors, LLC | $204,940 | 3,176 | New |
| 14 | BROWN ADVISORY INC | $203,262 | 3,150 | New |
| 15 | AE Wealth Management LLC | $200,810 | 3,112 | Trimmed |
| 16 | Tower Research Capital LLC (TRC) | $199,584 | 3,093 | Trimmed |
| 17 | Triumph Capital Management | $130,023 | 2,015 | Trimmed |
| 18 | SIGNATUREFD, LLC | $127,765 | 1,980 | Trimmed |
| 19 | MORGAN STANLEY | $32,264 | 500 | Hold |
| 20 | Capital Investment Advisory Services, LLC | $24,231 | 376 | Hold |
| 21 | Carolina Wealth Advisors, LLC | $15,293 | 237 | Trimmed |
| 22 | UBS Group AG | $15,164 | 235 | Trimmed |
| 23 | HARBOUR INVESTMENTS, INC. | $12,906 | 200 | Hold |
| 24 | Bogart Wealth, LLC | $10,324 | 160 | Hold |
| 25 | Mosley Wealth Management | $9,808 | 152 | New |
Source: SEC Form 13F filings · as of 2026-06-30