13F Insight
DOSSIER · 13F Holders · Q2 2026
ONEH

ELEVATION SERIES TRUST

18 institutions still hold ELEVATION SERIES TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 210322566·18 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$10M
visible holders
Holders
18
filers reporting
Concentration
53.77%
AE Wealth Management LLC #1
top holder share
AI Holders Summary · Q2 2026

18 institutions reported ONEH in Q2 2026. AE Wealth Management LLC leads at 53.8% 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
$5M214K0.02%Q2 202602
Lloyd Advisory Services, LLC.
CIK 0001802474
$1M60K0.57%Q2 202603
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$1M41K0.37%Q2 202604
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$447K18K0.12%Q2 202605
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$426K17K0.16%Q2 202606
Elevated Capital Advisors, LLC
CIK 0001802387
$315K13K0.09%Q2 202607
Great Lakes Retirement, Inc.
CIK 0001801667
$221K9K0.02%Q2 202608
Integrated Wealth Management
CIK 0002113155
$204K8K0.22%Q2 202609
TOUNJIAN ADVISORY PARTNERS, LLC
CIK 0002039850
$159K6K0.07%Q2 202610
IFG Advisory, LLC
CIK 0001728319
$82K3K0.00%Q2 202611
Kingdom Financial Group LLC.
CIK 0001962236
$76K3K0.02%Q2 202612
Montgomery Financial Services LLC
CIK 0002149844
$55K2K0.05%Q2 202613
Networth Advisors, LLC
CIK 0002099019
$23K9370.01%Q2 202614
POM Investment Strategies, LLC
CIK 0001906322
$10K4080.01%Q2 202615
Decker Retirement Planning Inc.
CIK 0001975700
$9K3690.00%Q2 202616
UBS Group AG
CIK 0001610520
$7K2900.00%Q2 202617
Quest 10 Wealth Builders, Inc.
CIK 0002035215
$6K2320.00%Q2 202618
Key Capital Management, INC
CIK 0002107249
$3K1320.00%Q2 2026