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

ELEVATION SERIES TRUST

17 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 210322582·17 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$12M
visible holders
Holders
17
filers reporting
Concentration
48.80%
AE Wealth Management LLC #1
top holder share
AI Holders Summary · Q1 2026

17 institutions reported PAYH in Q1 2026. AE Wealth Management LLC leads at 48.8% 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
$6M299K0.03%Q1 202602
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$2M98K0.88%Q2 202603
CITADEL ADVISORS LLC
CIK 0001423053
$992K40K0.00%Q4 202504
Authentikos Wealth Advisory, LLC
CIK 0001967054
$936K46K0.63%Q1 202605
GOLDMAN SACHS GROUP INC
CIK 0000886982
$493K24K0.00%Q1 202606
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$482K19K0.13%Q2 202607
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$382K19K0.16%Q1 202608
Great Lakes Retirement, Inc.
CIK 0001801667
$207K10K0.02%Q1 202609
MORGAN STANLEY
CIK 0000895421
$170K8K0.00%Q1 202610
JPMORGAN CHASE & CO
CIK 0000019617
$93K4K0.00%Q1 202611
Kingdom Financial Group LLC.
CIK 0001962236
$71K3K0.02%Q1 202612
Lloyd Advisory Services, LLC.
CIK 0001802474
$71K3K0.02%Q1 202613
Decker Retirement Planning Inc.
CIK 0001975700
$24K9880.01%Q2 202614
Networth Advisors, LLC
CIK 0002099019
$18K7430.01%Q2 202615
Key Capital Management, INC
CIK 0002107249
$14K5780.01%Q2 202616
Quest 10 Wealth Builders, Inc.
CIK 0002035215
$6K2430.00%Q2 202617
Elevated Capital Advisors, LLC
CIK 0001802387
$286140.00%Q1 2026