ONEZ

ELEVATION SERIES TRUST
$25.53-0.10 (-0.39%)BATS

Institutional Holders

33

as of Q4 2025

Total Shares Held

2.426680310863155e+133B

Total Value

$6.302080734018345e+82T

% of Float

—

Price History

$21.96$23.27$24.58$25.90$27.21Jan 25Aug 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1AE Wealth Management LLC2,426,680$63.0M0.36%Share
2Lloyd Advisory Services, LLC.310,863$8.1M3.13%Share
3Mid-American Wealth Advisory Group, Inc.154,728$4.0M1.70%Share
4FSR Wealth Management Ltd.133,091$3.5M4.06%Share
5SMART Wealth LLC130,473$3.4M1.03%Share
6FWG Investments, LLC.86,364$2.2M1.43%Share
7B.O.S.S. Retirement Advisors, LLC78,086$2.0M0.64%Share
8HOWARD BAILEY SECURITIES, LLC70,796$1.8M0.72%Share
9Outlook Wealth Advisors, LLC51,458$1.3M0.30%Share
10LifeWealth Investments, LLC50,317$1.3M0.41%Share
11Great Lakes Retirement, Inc.39,522$1.0M0.10%Share
12Csenge Advisory Group29,872$775K0.04%Share
13Centennial Advisors, LLC29,768$773K1.00%Share
14Quest 10 Wealth Builders, Inc.27,730$720K0.64%Share
15Aegis Wealth Management, Inc.24,125$626K0.49%Share
16Networth Advisors, LLC19,084$495K0.37%Share
17Kingdom Financial Group LLC.16,481$428K0.13%Share
18Authentikos Wealth Advisory, LLC13,568$352K0.23%Share
19Weaver Consulting Group11,950$310K0.08%Share
20Golden Reserve Retirement LLC8,114$210K0.04%Share
21EVOLUTION WEALTH MANAGEMENT INC.2,417$62K0.05%Share
22AE Wealth Management LLC1,294$33K0.00%Share
23Key Capital Management, INC1,178$30K0.03%Share
24AE Wealth Management LLC1,048$27K0.00%Share
25AE Wealth Management LLC572$14K0.00%Share
26AE Wealth Management LLC531$13K0.00%Share
27Decker Retirement Planning Inc.429$11K0.01%Share
28AE Wealth Management LLC342$8K0.00%Share
29AE Wealth Management LLC134$3K0.00%Share
30AE Wealth Management LLC79$2K0.00%Share
31AE Wealth Management LLC69$1K0.00%Share
32Triumph Capital Management50$1K0.00%Share
33AE Wealth Management LLC3$00.00%Share