20 institutions reported holding $86.0M of ELEVATION SERIES TRUST (PAYM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Mid-American Wealth Advisory Group, Inc. ($45.5M), AE Wealth Management LLC ($30.3M), B.O.S.S. Retirement Advisors, LLC ($1.5M), Elevated Capital Advisors, LLC ($1.4M), Aegis Wealth Management, Inc. ($1.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Mid-American Wealth Advisory Group, Inc. | $45.5M | 1.8M | New |
| 2 | AE Wealth Management LLC | $30.3M | 1.2M | Added |
| 3 | B.O.S.S. Retirement Advisors, LLC | $1.5M | 57,768 | Trimmed |
| 4 | Elevated Capital Advisors, LLC | $1.4M | 54,234 | Added |
| 5 | Aegis Wealth Management, Inc. | $1.1M | 43,326 | Added |
| 6 | Great Lakes Retirement, Inc. | $983,807 | 38,844 | Trimmed |
| 7 | FSR Wealth Management Ltd. | $854,057 | 33,999 | Added |
| 8 | POM Investment Strategies, LLC | $841,693 | 33,507 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $600,619 | 23,910 | New |
| 10 | EVOLUTION WEALTH MANAGEMENT INC. | $596,198 | 23,734 | Added |
| 11 | Centennial Advisors, LLC | $560,415 | 22,309 | Added |
| 12 | LifeWealth Investments, LLC | $484,123 | 19,272 | Trimmed |
| 13 | FWG Investments, LLC. | $356,480 | 14,191 | Added |
| 14 | Outlook Wealth Advisors, LLC | $350,438 | 13,951 | Added |
| 15 | Networth Advisors, LLC | $296,978 | 11,822 | Added |
| 16 | Quest 10 Wealth Builders, Inc. | $122,572 | 4,879 | Trimmed |
| 17 | Decker Retirement Planning Inc. | $107,941 | 4,297 | Added |
| 18 | Key Capital Management, INC | $68,578 | 2,730 | Added |
| 19 | Mosley Wealth Management | $57,140 | 2,275 | New |
| 20 | CoreCap Advisors, LLC | $427 | 17 | New |
Source: SEC Form 13F filings · as of 2026-06-30