DOSSIER · 13F Holders · Q2 2026
PAYM

ELEVATION SERIES TRUST

35 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 210322574·35 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$100M
visible holders
Holders
35
filers reporting
Concentration
45.44%
Mid-American Wealth Advisory Group, Inc. #1
top holder share
AI Holders Summary · Q2 2026

35 institutions reported PAYM in Q2 2026. Mid-American Wealth Advisory Group, Inc. leads at 45.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$46M1.8M16.45%Q2 2026
02
AE Wealth Management LLC
CIK 0001697723
$30M1.2M0.14%Q2 2026
03
Lloyd Advisory Services, LLC.
CIK 0001802474
$5M213K2.07%Q2 2026
04
Authentikos Wealth Advisory, LLC
CIK 0001967054
$5M193K3.10%Q2 2026
05
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$1M58K0.39%Q2 2026
06
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$1M55K0.52%Q2 2026
07
Elevated Capital Advisors, LLC
CIK 0001802387
$1M54K0.37%Q2 2026
08
Aegis Wealth Management, Inc.
CIK 0002096565
$1M43K0.70%Q2 2026
09
FSA Advisors, Inc.
CIK 0001905627
$1M42K0.48%Q2 2026
10
Great Lakes Retirement, Inc.
CIK 0001801667
$984K39K0.09%Q2 2026
11
Integrated Wealth Management
CIK 0002113155
$926K37K0.98%Q2 2026
12
FSR Wealth Management Ltd.
CIK 0001940000
$854K34K0.97%Q2 2026
13
POM Investment Strategies, LLC
CIK 0001906322
$842K34K0.95%Q2 2026
14
Csenge Advisory Group
CIK 0001715593
$768K31K0.03%Q2 2026
15
TOUNJIAN ADVISORY PARTNERS, LLC
CIK 0002039850
$651K26K0.28%Q2 2026
16
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$601K24K0.00%Q2 2026
17
EVOLUTION WEALTH MANAGEMENT INC.
CIK 0002010029
$596K24K0.35%Q2 2026
18
Centennial Advisors, LLC
CIK 0001951376
$560K22K0.67%Q2 2026
19
SMART Wealth LLC
CIK 0002044723
$488K19K0.11%Q2 2026
20
LifeWealth Investments, LLC
CIK 0002033794
$484K19K0.13%Q2 2026
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Insiders at ELEVATION SERIES TRUST
Loricco Ronald Joseph Sr.Cespedes Edward A