ONEZ — Elevation Series Trust 机构持仓 · 2026年Q2

Name: 谁持有 ONEZ？46 家机构、2.6 亿美元（2026年Q2）
Creator: ko.io

谁持有 Elevation Series Trust（ONEZ）？2026年Q2（报告期截至 2026-06-30）共有 46 家机构在 SEC 13F 申报中报告持有，合计 2.62 亿美元。前几大持有机构：AE Wealth Management LLC（1.60 亿美元）、Lloyd Advisory Services, LLC.（1,920.00 万美元）、FSR Wealth Management Ltd.（920.00 万美元）。

排名	机构	市值	股数	变动
1	AE Wealth Management LLC	$160.0M	5.8M	增持
2	Lloyd Advisory Services, LLC.	$19.2M	694,179	增持
3	FSR Wealth Management Ltd.	$9.2M	334,374	增持
4	POM Investment Strategies, LLC	$5.9M	215,521	增持
5	HOWARD BAILEY SECURITIES, LLC	$5.4M	196,388	增持
6	B.O.S.S. Retirement Advisors, LLC	$5.4M	196,263	增持
7	SMART Wealth LLC	$5.4M	195,065	增持
8	FWG Investments, LLC.	$5.2M	187,004	增持
9	Integrated Wealth Management	$4.4M	157,722	增持
10	Elevated Capital Advisors, LLC	$3.9M	143,052	增持
11	Mid-American Wealth Advisory Group, Inc.	$3.5M	125,415	减持
12	FSA Advisors, Inc.	$3.2M	115,085	增持
13	Outlook Wealth Advisors, LLC	$3.2M	115,043	增持
14	TOUNJIAN ADVISORY PARTNERS, LLC	$2.8M	100,246	新建仓
15	Richmond Brothers, Inc.	$2.7M	98,061	新建仓
16	Great Lakes Retirement, Inc.	$2.6M	92,484	增持
17	ENVESTNET ASSET MANAGEMENT INC	$2.2M	81,374	新建仓
18	Centennial Advisors, LLC	$2.1M	77,868	增持
19	LifeWealth Investments, LLC	$2.1M	77,154	增持
20	Networth Advisors, LLC	$2.1M	76,330	增持
21	Mosley Wealth Management	$1.8M	65,768	增持
22	Quest 10 Wealth Builders, Inc.	$1.6M	56,277	增持
23	Csenge Advisory Group	$1.4M	49,075	增持
24	Golden Reserve Retirement LLC	$1.1M	40,450	增持
25	Kingdom Financial Group LLC.	$988,960	35,845	增持

来源：SEC 13F 申报文件 · 截至 2026-06-30