5 institutions reported holding $48.8M of ELEVATION SERIES TRUST (PVEX) in SEC 13F filings for 2026-03-31. Largest institutional holders: AE Wealth Management LLC ($47.3M), JANE STREET GROUP, LLC ($1.4M), UBS Group AG ($32,324), Lloyd Advisory Services, LLC. ($521), Kingdom Financial Group LLC. ($521). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | AE Wealth Management LLC | $47.3M | 1.7M | Added |
| 2 | JANE STREET GROUP, LLC | $1.4M | 51,193 | Added |
| 3 | UBS Group AG | $32,324 | 1,178 | Added |
| 4 | Lloyd Advisory Services, LLC. | $521 | 19 | New |
| 5 | Kingdom Financial Group LLC. | $521 | 19 | New |
Source: SEC Form 13F filings · as of 2026-03-31