34 institutions reported holding $94.6M of ELEVATION SERIES TRUST (ONEZ) in SEC 13F filings for 2026-03-31. Largest institutional holders: AE Wealth Management LLC ($63.6M), Mid-American Wealth Advisory Group, Inc. ($4.0M), FSR Wealth Management Ltd. ($3.5M), SMART Wealth LLC ($3.1M), FWG Investments, LLC. ($2.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | AE Wealth Management LLC | $63.6M | 2.5M | Added |
| 2 | Mid-American Wealth Advisory Group, Inc. | $4.0M | 154,728 | Hold |
| 3 | FSR Wealth Management Ltd. | $3.5M | 138,627 | Added |
| 4 | SMART Wealth LLC | $3.1M | 122,673 | Trimmed |
| 5 | FWG Investments, LLC. | $2.2M | 87,917 | Added |
| 6 | Elevated Capital Advisors, LLC | $2.2M | 87,029 | New |
| 7 | B.O.S.S. Retirement Advisors, LLC | $1.9M | 74,171 | Trimmed |
| 8 | HOWARD BAILEY SECURITIES, LLC | $1.7M | 69,222 | Trimmed |
| 9 | Integrated Wealth Management | $1.4M | 55,094 | Added |
| 10 | FSA Advisors, Inc. | $1.3M | 50,376 | New |
| 11 | POM Investment Strategies, LLC | $1.2M | 46,995 | New |
| 12 | LifeWealth Investments, LLC | $940,884 | 37,580 | Trimmed |
| 13 | Great Lakes Retirement, Inc. | $925,071 | 36,949 | Trimmed |
| 14 | Aegis Wealth Management, Inc. | $759,808 | 30,348 | Added |
| 15 | Csenge Advisory Group | $752,978 | 30,075 | Added |
| 16 | Quest 10 Wealth Builders, Inc. | $719,624 | 28,743 | Added |
| 17 | Centennial Advisors, LLC | $715,655 | 28,584 | Trimmed |
| 18 | Outlook Wealth Advisors, LLC | $653,627 | 26,107 | Trimmed |
| 19 | Golden Reserve Retirement LLC | $517,429 | 20,667 | Added |
| 20 | Networth Advisors, LLC | $473,749 | 18,922 | Trimmed |
| 21 | Authentikos Wealth Advisory, LLC | $380,065 | 15,180 | Added |
| 22 | Lloyd Advisory Services, LLC. | $373,161 | 14,905 | Trimmed |
| 23 | Kingdom Financial Group LLC. | $373,161 | 14,905 | Trimmed |
| 24 | Weaver Consulting Group | $299,186 | 11,950 | Hold |
| 25 | JANE STREET GROUP, LLC | $264,410 | 10,561 | New |
Source: SEC Form 13F filings · as of 2026-03-31