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

35 institutions reported holding $102.6M 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), Lloyd Advisory Services, LLC. ($5.4M), Authentikos Wealth Advisory, LLC ($4.9M), B.O.S.S. Retirement Advisors, LLC ($1.5M). 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	Lloyd Advisory Services, LLC.	$5.4M	212,996	Added
4	Authentikos Wealth Advisory, LLC	$4.9M	193,152	Added
5	B.O.S.S. Retirement Advisors, LLC	$1.5M	57,768	Trimmed
6	HOWARD BAILEY SECURITIES, LLC	$1.4M	55,228	Trimmed
7	Elevated Capital Advisors, LLC	$1.4M	54,234	Added
8	Aegis Wealth Management, Inc.	$1.1M	43,326	Added
9	FSA Advisors, Inc.	$1.0M	41,737	Added
10	Great Lakes Retirement, Inc.	$983,807	38,844	Trimmed
11	Integrated Wealth Management	$926,351	36,877	Added
12	FSR Wealth Management Ltd.	$854,057	33,999	Added
13	POM Investment Strategies, LLC	$841,693	33,507	Added
14	Csenge Advisory Group	$768,225	30,582	Added
15	TOUNJIAN ADVISORY PARTNERS, LLC	$650,583	25,899	New
16	ENVESTNET ASSET MANAGEMENT INC	$600,619	23,910	New
17	EVOLUTION WEALTH MANAGEMENT INC.	$596,198	23,734	Added
18	Centennial Advisors, LLC	$560,415	22,309	Added
19	SMART Wealth LLC	$487,807	19,419	Trimmed
20	LifeWealth Investments, LLC	$484,123	19,272	Trimmed
21	FWG Investments, LLC.	$356,480	14,191	Added
22	Outlook Wealth Advisors, LLC	$350,438	13,951	Added
23	Networth Advisors, LLC	$296,978	11,822	Added
24	Kingdom Financial Group LLC.	$292,214	11,633	Trimmed
25	MORGAN STANLEY	$289,408	11,521	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30