# ELEVATION SERIES TRUST (ONEH)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ONEH/

- Reporting holders: 18
- Reported value: $9.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [AE Wealth Management LLC](https://holderbook.com/funds/1697723-ae-wealth-management-llc/) | $5.3M | 213,613 | 0.0% | 2 |
| [Lloyd Advisory Services, LLC.](https://holderbook.com/funds/1802474-lloyd-advisory-services-llc/) | $1.5M | 59,760 | 0.6% | 2 |
| [Mid-American Wealth Advisory Group, Inc.](https://holderbook.com/funds/1911264-mid-american-wealth-advisory-group-inc/) | $1.0M | 41,053 | 0.4% | 1 |
| [B.O.S.S. Retirement Advisors, LLC](https://holderbook.com/funds/1964810-b-o-s-s-retirement-advisors-llc/) | $446.8K | 18,106 | 0.1% | 2 |
| [HOWARD BAILEY SECURITIES, LLC](https://holderbook.com/funds/2043986-howard-bailey-securities-llc/) | $425.7K | 17,248 | 0.2% | 2 |
| [Elevated Capital Advisors, LLC](https://holderbook.com/funds/1802387-elevated-capital-advisors-llc/) | $314.9K | 12,758 | 0.1% | 2 |
| [Great Lakes Retirement, Inc.](https://holderbook.com/funds/1801667-great-lakes-retirement-inc/) | $221.1K | 8,957 | 0.0% | 2 |
| [Integrated Wealth Management](https://holderbook.com/funds/2113155-integrated-wealth-management/) | $204.4K | 8,283 | 0.2% | 1 |
| [TOUNJIAN ADVISORY PARTNERS, LLC](https://holderbook.com/funds/2039850-tounjian-advisory-partners-llc/) | $159.5K | 6,462 | 0.1% | 1 |
| [IFG Advisory, LLC](https://holderbook.com/funds/1728319-ifg-advisory-llc/) | $82.4K | 3,337 | 0.0% | 1 |
| [Kingdom Financial Group LLC.](https://holderbook.com/funds/1962236-kingdom-financial-group-llc/) | $76.0K | 3,081 | 0.0% | 2 |
| [Montgomery Financial Services LLC](https://holderbook.com/funds/2149844-montgomery-financial-services-llc/) | $54.6K | 2,213 | 0.0% | 1 |
| [Networth Advisors, LLC](https://holderbook.com/funds/2099019-networth-advisors-llc/) | $23.1K | 937 | 0.0% | 2 |
| [POM Investment Strategies, LLC](https://holderbook.com/funds/1906322-pom-investment-strategies-llc/) | $10.1K | 408 | 0.0% | 1 |
| [Decker Retirement Planning Inc.](https://holderbook.com/funds/1975700-decker-retirement-planning-inc/) | $9.1K | 369 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $7.2K | 290 | 0.0% | 2 |
| [Quest 10 Wealth Builders, Inc.](https://holderbook.com/funds/2035215-quest-10-wealth-builders-inc/) | $5.7K | 232 | 0.0% | 2 |
| [Key Capital Management, INC](https://holderbook.com/funds/2107249-key-capital-management-inc/) | $3.3K | 132 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 18 | $9.8M |
| Q1 2026 | 11 | $7.3M |