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

ELEVATION SERIES TRUST

34 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 210322608·34 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$105M
visible holders
Holders
34
filers reporting
Concentration
60.77%
AE Wealth Management LLC #1
top holder share
AI Holders Summary · Q1 2026

34 institutions reported ONEZ in Q1 2026. AE Wealth Management LLC leads at 60.8% 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
$64M2.5M0.34%Q1 202602
FSR Wealth Management Ltd.
CIK 0001940000
$9M334K10.51%Q2 202603
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$5M196K1.46%Q2 202604
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$3M125K1.25%Q2 202605
SMART Wealth LLC
CIK 0002044723
$3M123K0.90%Q1 202606
FWG Investments, LLC.
CIK 0001944877
$2M88K1.40%Q1 202607
Elevated Capital Advisors, LLC
CIK 0001802387
$2M87K0.55%Q1 202608
LifeWealth Investments, LLC
CIK 0002033794
$2M77K0.57%Q2 202609
Networth Advisors, LLC
CIK 0002099019
$2M76K1.22%Q2 202610
Mosley Wealth Management
CIK 0002011849
$2M66K0.58%Q2 202611
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$2M69K0.71%Q1 202612
Integrated Wealth Management
CIK 0002113155
$1M55K1.58%Q1 202613
POM Investment Strategies, LLC
CIK 0001906322
$1M47K1.46%Q1 202614
Great Lakes Retirement, Inc.
CIK 0001801667
$925K37K0.10%Q1 202615
Aegis Wealth Management, Inc.
CIK 0002096565
$910K33K0.59%Q2 202616
Csenge Advisory Group
CIK 0001715593
$753K30K0.03%Q1 202617
Quest 10 Wealth Builders, Inc.
CIK 0002035215
$720K29K0.63%Q1 202618
Centennial Advisors, LLC
CIK 0001951376
$716K29K0.91%Q1 202619
Outlook Wealth Advisors, LLC
CIK 0001767151
$654K26K0.16%Q1 202620
Golden Reserve Retirement LLC
CIK 0002066488
$517K21K0.11%Q1 2026
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