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

ELEVATION SERIES TRUST

12 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 210322566·12 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$7M
visible holders
Holders
12
filers reporting
Concentration
66.81%
AE Wealth Management LLC #1
top holder share
AI Holders Summary · Q1 2026

12 institutions reported ONEH in Q1 2026. AE Wealth Management LLC leads at 66.8% 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
$5M206K0.03%Q1 202602
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$1M41K0.37%Q2 202603
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$447K18K0.12%Q2 202604
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$425K18K0.17%Q1 202605
Great Lakes Retirement, Inc.
CIK 0001801667
$231K10K0.02%Q1 202606
Elevated Capital Advisors, LLC
CIK 0001802387
$149K6K0.04%Q1 202607
Lloyd Advisory Services, LLC.
CIK 0001802474
$80K3K0.02%Q1 202608
Kingdom Financial Group LLC.
CIK 0001962236
$80K3K0.02%Q1 202609
Networth Advisors, LLC
CIK 0002099019
$23K9370.01%Q2 202610
Decker Retirement Planning Inc.
CIK 0001975700
$9K3690.00%Q2 202611
Quest 10 Wealth Builders, Inc.
CIK 0002035215
$6K2320.00%Q2 202612
UBS Group AG
CIK 0001610520
$4K1700.00%Q1 2026