DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger

DECZ

ELEVATION SERIES TRUST

32 institutions still hold ELEVATION SERIES TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 210322764·32 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 3.4%

vs prior quarter

13F value held

$37M

71.0% inst. owned

of float

Holders

32

-58 QoQ

filers reporting

Activity

+94 / −54

+936 added · −919 reduced

this quarter

Concentration

45.61%

AE Wealth Management LLC #1

top holder share

AI Holders Summary · Q1 2026

32 institutions reported DECZ in Q1 2026. AE Wealth Management LLC leads at 45.6% of the visible book. -58 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

AE Wealth Management LLC

$17M436K0.09%Q1 2026 02

TrueMark Investments, LLC

$11M279K2.11%Q1 2026 03

Elevated Capital Advisors, LLC

$1M28K0.27%Q1 2026 04

B.O.S.S. Retirement Advisors, LLC

$933,30724K0.28%Q1 2026 05

Weaver Consulting Group

$911,34623K0.22%Q1 2026 06

HOWARD BAILEY SECURITIES, LLC

$857,06922K0.35%Q1 2026 07

FSR Wealth Management Ltd.

$751,94519K0.93%Q1 2026 08

SMART Wealth LLC

$578,46315K0.17%Q1 2026 09

POM Investment Strategies, LLC

$572,37215K0.71%Q1 2026 10

Integrated Wealth Management

$529,10614K0.61%Q1 2026 11

Great Lakes Retirement, Inc.

$468,57812K0.05%Q1 2026 12

LifeWealth Investments, LLC

$404,28510K0.12%Q1 2026 13

OLD MISSION CAPITAL LLC

$375,08410K0.01%Q1 2026 14

Centennial Advisors, LLC

$339,9709K0.43%Q1 2026 15

Outlook Wealth Advisors, LLC

$331,0919K0.08%Q1 2026 16

FWG Investments, LLC.

$293,7608K0.19%Q1 2026 17

Capital Investment Advisory Services, LLC

$258,4697K0.02%Q1 2026 18

HARBOUR INVESTMENTS, INC.

$231,9626K0.00%Q1 2026 19

Networth Advisors, LLC

$221,4956K0.16%Q1 2026 20

Csenge Advisory Group

$204,3285K0.01%Q1 2026

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