# ELEVATION SERIES TRUST (PAYH)

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

- Reporting holders: 20
- Reported value: $15.6M
- 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/) | $5.8M | 233,739 | 0.0% | 2 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $3.2M | 129,741 | 0.0% | 2 |
| [Mid-American Wealth Advisory Group, Inc.](https://holderbook.com/funds/1911264-mid-american-wealth-advisory-group-inc/) | $2.4M | 98,406 | 0.9% | 1 |
| [Lloyd Advisory Services, LLC.](https://holderbook.com/funds/1802474-lloyd-advisory-services-llc/) | $1.5M | 60,620 | 0.6% | 2 |
| [B.O.S.S. Retirement Advisors, LLC](https://holderbook.com/funds/1964810-b-o-s-s-retirement-advisors-llc/) | $482.4K | 19,469 | 0.1% | 2 |
| [HOWARD BAILEY SECURITIES, LLC](https://holderbook.com/funds/2043986-howard-bailey-securities-llc/) | $448.7K | 18,105 | 0.2% | 2 |
| [Authentikos Wealth Advisory, LLC](https://holderbook.com/funds/1967054-authentikos-wealth-advisory-llc/) | $352.6K | 14,231 | 0.2% | 2 |
| [Integrated Wealth Management](https://holderbook.com/funds/2113155-integrated-wealth-management/) | $236.5K | 9,545 | 0.2% | 1 |
| [Elevated Capital Advisors, LLC](https://holderbook.com/funds/1802387-elevated-capital-advisors-llc/) | $235.5K | 9,503 | 0.1% | 2 |
| [Great Lakes Retirement, Inc.](https://holderbook.com/funds/1801667-great-lakes-retirement-inc/) | $232.2K | 9,372 | 0.0% | 2 |
| [TOUNJIAN ADVISORY PARTNERS, LLC](https://holderbook.com/funds/2039850-tounjian-advisory-partners-llc/) | $164.4K | 6,633 | 0.1% | 1 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $138.9K | 5,611 | 0.0% | 2 |
| [Kingdom Financial Group LLC.](https://holderbook.com/funds/1962236-kingdom-financial-group-llc/) | $82.0K | 3,311 | 0.0% | 2 |
| [IFG Advisory, LLC](https://holderbook.com/funds/1728319-ifg-advisory-llc/) | $74.7K | 3,014 | 0.0% | 1 |
| [Montgomery Financial Services LLC](https://holderbook.com/funds/2149844-montgomery-financial-services-llc/) | $55.4K | 2,237 | 0.0% | 1 |
| [POM Investment Strategies, LLC](https://holderbook.com/funds/1906322-pom-investment-strategies-llc/) | $43.9K | 1,772 | 0.0% | 1 |
| [Decker Retirement Planning Inc.](https://holderbook.com/funds/1975700-decker-retirement-planning-inc/) | $24.5K | 988 | 0.0% | 1 |
| [Networth Advisors, LLC](https://holderbook.com/funds/2099019-networth-advisors-llc/) | $18.4K | 743 | 0.0% | 2 |
| [Key Capital Management, INC](https://holderbook.com/funds/2107249-key-capital-management-inc/) | $14.3K | 578 | 0.0% | 1 |
| [Quest 10 Wealth Builders, Inc.](https://holderbook.com/funds/2035215-quest-10-wealth-builders-inc/) | $6.0K | 243 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 20 | $15.6M |
| Q1 2026 | 14 | $9.1M |
| Q4 2025 | 1 | $992.2K |