QBER

ELEVATION SERIES TRUST
$24.01+0.03 (+0.14%)BATS

Institutional Holders

33

as of Q4 2025

Total Shares Held

3.140773407925337e+150B

Total Value

$7.528497778085516e+92T

% of Float

Price History

$23.77$24.23$24.69$25.16$25.62Aug 24May 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1AE Wealth Management LLC3,140,773$75.3M0.43%Share
2Lloyd Advisory Services, LLC.407,925$9.8M3.79%Share
3Mid-American Wealth Advisory Group, Inc.337,316$8.1M3.42%Share
4FSR Wealth Management Ltd.215,394$5.2M6.06%Share
5Outlook Wealth Advisors, LLC190,766$4.6M1.03%Share
6Authentikos Wealth Advisory, LLC185,073$4.4M2.93%Share
7SMART Wealth LLC132,716$3.2M0.97%Share
8HOWARD BAILEY SECURITIES, LLC132,406$3.2M1.25%Share
9TrueMark Investments, LLC124,260$3.0M0.57%Share
10B.O.S.S. Retirement Advisors, LLC105,892$2.5M0.80%Share
11Csenge Advisory Group92,913$2.2M0.10%Share
12FWG Investments, LLC.84,272$2.0M1.29%Share
13LifeWealth Investments, LLC67,077$1.6M0.51%Share
14Networth Advisors, LLC58,342$1.4M1.03%Share
15Aegis Wealth Management, Inc.57,468$1.4M1.08%Share
16Centennial Advisors, LLC51,789$1.2M1.61%Share
17Great Lakes Retirement, Inc.47,272$1.0M0.10%Share
18Elevated Capital Advisors, LLC39,143$938K0.22%Share
19Quest 10 Wealth Builders, Inc.30,389$728K0.65%Share
20Kingdom Financial Group LLC.21,379$512K0.16%Share
21Blackston Financial Advisory Group, LLC20,986$503K0.31%Share
22Golden Reserve Retirement LLC14,567$349K0.06%Share
23Key Capital Management, INC13,681$327K0.32%Share
24EVOLUTION WEALTH MANAGEMENT INC.10,355$248K0.21%Share
25AE Wealth Management LLC2,456$58K0.00%Share
26Decker Retirement Planning Inc.922$22K0.01%Share
27Geneos Wealth Management Inc.476$11K0.00%Share
28UBS Group AG366$8K0.00%Share
29Aegis Wealth Management, Inc.130$3K0.00%Share
30OSAIC HOLDINGS, INC.200$00.00%Share
31GeoWealth Management, LLC421$00.00%Share
32MORGAN STANLEY2,194$00.00%Share
33MORGAN STANLEY165$00.00%Share