Who Owns ELEVATION SERIES TRUST (ONEZ)? -- Institutional Holders (2026-06-30)

45 institutions reported holding $261.5M of ELEVATION SERIES TRUST (ONEZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: AE Wealth Management LLC ($160.0M), Lloyd Advisory Services, LLC. ($19.2M), FSR Wealth Management Ltd. ($9.2M), POM Investment Strategies, LLC ($5.9M), HOWARD BAILEY SECURITIES, LLC ($5.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1AE Wealth Management LLC$160.0M5.8MAdded
2Lloyd Advisory Services, LLC.$19.2M694,179Added
3FSR Wealth Management Ltd.$9.2M334,374Added
4POM Investment Strategies, LLC$5.9M215,521Added
5HOWARD BAILEY SECURITIES, LLC$5.4M196,388Added
6B.O.S.S. Retirement Advisors, LLC$5.4M196,263Added
7SMART Wealth LLC$5.4M195,065Added
8FWG Investments, LLC.$5.2M187,004Added
9Integrated Wealth Management$4.4M157,722Added
10Elevated Capital Advisors, LLC$3.9M143,052Added
11Mid-American Wealth Advisory Group, Inc.$3.5M125,415Trimmed
12FSA Advisors, Inc.$3.2M115,085Added
13Outlook Wealth Advisors, LLC$3.2M115,043Added
14TOUNJIAN ADVISORY PARTNERS, LLC$2.8M100,246New
15Richmond Brothers, Inc.$2.7M98,061New
16Great Lakes Retirement, Inc.$2.6M92,484Added
17ENVESTNET ASSET MANAGEMENT INC$2.2M81,374New
18Centennial Advisors, LLC$2.1M77,868Added
19LifeWealth Investments, LLC$2.1M77,154Added
20Networth Advisors, LLC$2.1M76,330Added
21Mosley Wealth Management$1.8M65,768Added
22Quest 10 Wealth Builders, Inc.$1.6M56,277Added
23Csenge Advisory Group$1.4M49,075Added
24Golden Reserve Retirement LLC$1.1M40,450Added
25Kingdom Financial Group LLC.$988,96035,845Added

Source: SEC Form 13F filings · as of 2026-06-30