13F Insight
DOSSIER · 13F Holders · Q1 2026
JANZ

ELEVATION SERIES TRUST

27 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 210322681·27 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$66M
visible holders
Holders
27
filers reporting
Concentration
36.81%
AE Wealth Management LLC #1
top holder share
AI Holders Summary · Q1 2026

27 institutions reported JANZ in Q1 2026. AE Wealth Management LLC leads at 36.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
AE Wealth Management LLC
CIK 0001697723
$24M666K0.13%Q1 202602
TrueMark Investments, LLC
CIK 0001974457
$24M593K3.04%Q2 202603
Authentikos Wealth Advisory, LLC
CIK 0001967054
$9M239K5.92%Q1 202604
Elevated Capital Advisors, LLC
CIK 0001802387
$1M32K0.30%Q1 202605
POM Investment Strategies, LLC
CIK 0001906322
$1M32K1.45%Q1 202606
SMART Wealth LLC
CIK 0002044723
$965K26K0.28%Q1 202607
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$956K26K0.39%Q1 202608
Integrated Wealth Management
CIK 0002113155
$705K19K0.81%Q1 202609
Outlook Wealth Advisors, LLC
CIK 0001767151
$656K18K0.16%Q1 202610
Weaver Consulting Group
CIK 0001780055
$597K16K0.14%Q1 202611
FWG Investments, LLC.
CIK 0001944877
$571K16K0.36%Q1 202612
Great Lakes Retirement, Inc.
CIK 0001801667
$474K13K0.05%Q1 202613
Centennial Advisors, LLC
CIK 0001951376
$352K10K0.45%Q1 202614
Csenge Advisory Group
CIK 0001715593
$288K8K0.01%Q1 202615
OLD MISSION CAPITAL LLC
CIK 0001455915
$244K7K0.00%Q1 202616
Quest 10 Wealth Builders, Inc.
CIK 0002035215
$226K6K0.20%Q1 202617
Lloyd Advisory Services, LLC.
CIK 0001802474
$194K5K0.06%Q1 202618
Kingdom Financial Group LLC.
CIK 0001962236
$194K5K0.06%Q1 202619
Capital Investment Advisory Services, LLC
CIK 0001659203
$146K4K0.01%Q2 202620
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$32K8790.00%Q1 2026
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