19 institutions reported holding $9.8M of ELEVATION SERIES TRUST (ONEH) in SEC 13F filings for 2026-06-30. Largest institutional holders: AE Wealth Management LLC ($5.3M), Lloyd Advisory Services, LLC. ($1.5M), Mid-American Wealth Advisory Group, Inc. ($1.0M), B.O.S.S. Retirement Advisors, LLC ($446,846), HOWARD BAILEY SECURITIES, LLC ($425,665). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | AE Wealth Management LLC | $5.3M | 213,613 | Added |
| 2 | Lloyd Advisory Services, LLC. | $1.5M | 59,760 | Added |
| 3 | Mid-American Wealth Advisory Group, Inc. | $1.0M | 41,053 | New |
| 4 | B.O.S.S. Retirement Advisors, LLC | $446,846 | 18,106 | Trimmed |
| 5 | HOWARD BAILEY SECURITIES, LLC | $425,665 | 17,248 | Trimmed |
| 6 | Elevated Capital Advisors, LLC | $314,860 | 12,758 | Added |
| 7 | Great Lakes Retirement, Inc. | $221,053 | 8,957 | Trimmed |
| 8 | Integrated Wealth Management | $204,419 | 8,283 | New |
| 9 | TOUNJIAN ADVISORY PARTNERS, LLC | $159,487 | 6,462 | New |
| 10 | IFG Advisory, LLC | $82,355 | 3,337 | New |
| 11 | Kingdom Financial Group LLC. | $76,037 | 3,081 | Trimmed |
| 12 | Montgomery Financial Services LLC | $54,616 | 2,213 | New |
| 13 | Networth Advisors, LLC | $23,125 | 937 | Added |
| 14 | POM Investment Strategies, LLC | $10,069 | 408 | New |
| 15 | Decker Retirement Planning Inc. | $9,107 | 369 | New |
| 16 | UBS Group AG | $7,157 | 290 | Added |
| 17 | Quest 10 Wealth Builders, Inc. | $5,726 | 232 | Trimmed |
| 18 | Key Capital Management, INC | $3,258 | 132 | New |
| 19 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30