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

35 institutions reported holding $102.6M of ELEVATION SERIES TRUST (PAYM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Mid-American Wealth Advisory Group, Inc. ($45.5M), AE Wealth Management LLC ($30.3M), Lloyd Advisory Services, LLC. ($5.4M), Authentikos Wealth Advisory, LLC ($4.9M), B.O.S.S. Retirement Advisors, LLC ($1.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Mid-American Wealth Advisory Group, Inc.$45.5M1.8MNew
2AE Wealth Management LLC$30.3M1.2MAdded
3Lloyd Advisory Services, LLC.$5.4M212,996Added
4Authentikos Wealth Advisory, LLC$4.9M193,152Added
5B.O.S.S. Retirement Advisors, LLC$1.5M57,768Trimmed
6HOWARD BAILEY SECURITIES, LLC$1.4M55,228Trimmed
7Elevated Capital Advisors, LLC$1.4M54,234Added
8Aegis Wealth Management, Inc.$1.1M43,326Added
9FSA Advisors, Inc.$1.0M41,737Added
10Great Lakes Retirement, Inc.$983,80738,844Trimmed
11Integrated Wealth Management$926,35136,877Added
12FSR Wealth Management Ltd.$854,05733,999Added
13POM Investment Strategies, LLC$841,69333,507Added
14Csenge Advisory Group$768,22530,582Added
15TOUNJIAN ADVISORY PARTNERS, LLC$650,58325,899New
16ENVESTNET ASSET MANAGEMENT INC$600,61923,910New
17EVOLUTION WEALTH MANAGEMENT INC.$596,19823,734Added
18Centennial Advisors, LLC$560,41522,309Added
19SMART Wealth LLC$487,80719,419Trimmed
20LifeWealth Investments, LLC$484,12319,272Trimmed
21FWG Investments, LLC.$356,48014,191Added
22Outlook Wealth Advisors, LLC$350,43813,951Added
23Networth Advisors, LLC$296,97811,822Added
24Kingdom Financial Group LLC.$292,21411,633Trimmed
25MORGAN STANLEY$289,40811,521Trimmed

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