Who Owns ELEVATION SERIES TRUST (LRNZ)? -- Institutional Holders (2026-03-31)
28 institutions reported holding $5.2M of ELEVATION SERIES TRUST (LRNZ) in SEC 13F filings for 2026-03-31. Largest institutional holders: Mid-American Wealth Advisory Group, Inc. ($816,558), Authentikos Wealth Advisory, LLC ($699,939), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($634,107), WEDBUSH SECURITIES INC ($556,000), Brookstone Capital Management ($548,506). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Mid-American Wealth Advisory Group, Inc. | $816,558 | 17,134 | Hold |
| 2 | Authentikos Wealth Advisory, LLC | $699,939 | 17,490 | Added |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $634,107 | 15,845 | New |
| 4 | WEDBUSH SECURITIES INC | $556,000 | 13,903 | Trimmed |
| 5 | Brookstone Capital Management | $548,506 | 13,706 | New |
| 6 | Sloy Dahl & Holst, LLC | $327,159 | 8,175 | Added |
| 7 | Cetera Investment Advisers | $320,515 | 8,009 | Added |
| 8 | Acorn Wealth Advisors, LLC | $261,927 | 6,545 | Trimmed |
| 9 | Weaver Consulting Group | $252,282 | 6,304 | Trimmed |
| 10 | Tower Research Capital LLC (TRC) | $192,253 | 4,804 | Added |
| 11 | AE Wealth Management LLC | $181,408 | 4,533 | Added |
| 12 | OSAIC HOLDINGS, INC. | $169,035 | 4,222 | Trimmed |
| 13 | SIGNATUREFD, LLC | $88,043 | 2,200 | Hold |
| 14 | Triumph Capital Management | $84,441 | 2,110 | Added |
| 15 | MORGAN STANLEY | $20,010 | 500 | Trimmed |
| 16 | Carolina Wealth Advisors, LLC | $17,488 | 437 | Added |
| 17 | UBS Group AG | $15,767 | 394 | Added |
| 18 | Capital Investment Advisory Services, LLC | $15,028 | 376 | Hold |
| 19 | HARBOUR INVESTMENTS, INC. | $8,004 | 200 | Hold |
| 20 | Bogart Wealth, LLC | $6,403 | 160 | Hold |
| 21 | MAI Capital Management | $6,003 | 150 | New |
| 22 | Parallel Advisors, LLC | $5,460 | 136 | Hold |
| 23 | Sunbelt Securities, Inc. | $3,802 | 95 | Hold |
| 24 | Lloyd Advisory Services, LLC. | $960 | 24 | New |
| 25 | Kingdom Financial Group LLC. | $960 | 24 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31