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

45 institutions reported holding $261.5M of ELEVATION SERIES TRUST (ONEZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: AE Wealth Management LLC ($160.0M), Lloyd Advisory Services, LLC. ($19.2M), FSR Wealth Management Ltd. ($9.2M), POM Investment Strategies, LLC ($5.9M), HOWARD BAILEY SECURITIES, LLC ($5.4M). Source: SEC Form 13F.

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

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