ELEVATION SERIES TRUST (ONEH)
Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.
18
Reporting holders
$9.8M
Reported value
0.0%
Held as options
+7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| AE Wealth Management LLC | $5.3M | 213,613 | 0.02% | 2q | +3.7%+$189.0K |
| Lloyd Advisory Services, LLC. | $1.5M | 59,760 | 0.57% | 2q | +1697.3%+$1.4M |
| Mid-American Wealth Advisory Group, Inc. | $1.0M | 41,053 | 0.37% | new | NEW |
| B.O.S.S. Retirement Advisors, LLC | $446.8K | 18,106 | 0.12% | 2q | -2.3%-$10.5K |
| HOWARD BAILEY SECURITIES, LLC | $425.7K | 17,248 | 0.16% | 2q | -2.0%-$8.8K |
| Elevated Capital Advisors, LLC | $314.9K | 12,758 | 0.09% | 2q | +106.7%+$162.6K |
| Great Lakes Retirement, Inc. | $221.1K | 8,957 | 0.02% | 2q | -6.6%-$15.7K |
| Integrated Wealth Management | $204.4K | 8,283 | 0.22% | new | NEW |
| TOUNJIAN ADVISORY PARTNERS, LLC | $159.5K | 6,462 | 0.07% | new | NEW |
| IFG Advisory, LLC | $82.4K | 3,337 | 0.00% | new | NEW |
| Kingdom Financial Group LLC. | $76.0K | 3,081 | 0.02% | 2q | -7.3%-$6.0K |
| Montgomery Financial Services LLC | $54.6K | 2,213 | 0.05% | new | FIRST |
| Networth Advisors, LLC | $23.1K | 937 | 0.01% | 2q | +4.3% |
| POM Investment Strategies, LLC | $10.1K | 408 | 0.01% | new | NEW |
| Decker Retirement Planning Inc. | $9.1K | 369 | 0.00% | new | NEW |
| UBS Group AG | $7.2K | 290 | 0.00% | 2q | +70.6%+$3.0K |
| Quest 10 Wealth Builders, Inc. | $5.7K | 232 | 0.00% | 2q | -71.8%-$14.6K |
| Key Capital Management, INC | $3.3K | 132 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 18 | $9.8M | 397,239 | 7 | 5 | 5 | 0.0% |
| Q1 2026 | 11 | $7.3M | 301,451 | 11 | 0 | 0 | 0.0% |