7 institutions reported holding $56.7M of ELEVATION SERIES TRUST (PVEX) in SEC 13F filings for 2026-06-30. Largest institutional holders: AE Wealth Management LLC ($55.7M), Mid-American Wealth Advisory Group, Inc. ($627,077), JANE STREET GROUP, LLC ($360,994), UBS Group AG ($21,618), Mosley Wealth Management ($6,268). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | AE Wealth Management LLC | $55.7M | 1.8M | Added |
| 2 | Mid-American Wealth Advisory Group, Inc. | $627,077 | 20,508 | New |
| 3 | JANE STREET GROUP, LLC | $360,994 | 11,806 | Trimmed |
| 4 | UBS Group AG | $21,618 | 707 | Trimmed |
| 5 | Mosley Wealth Management | $6,268 | 205 | New |
| 6 | Kingdom Financial Group LLC. | $581 | 19 | Hold |
| 7 | Lloyd Advisory Services, LLC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30