# ELEVATION SERIES TRUST (PAYM)

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

- Reporting holders: 36
- Reported value: $104.4M
- 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 |
|---|---|---|---|---|
| [Mid-American Wealth Advisory Group, Inc.](https://holderbook.com/funds/1911264-mid-american-wealth-advisory-group-inc/) | $45.5M | 1,811,587 | 16.5% | 1 |
| [AE Wealth Management LLC](https://holderbook.com/funds/1697723-ae-wealth-management-llc/) | $30.3M | 1,207,960 | 0.1% | 2 |
| [Lloyd Advisory Services, LLC.](https://holderbook.com/funds/1802474-lloyd-advisory-services-llc/) | $5.4M | 212,996 | 2.1% | 2 |
| [Authentikos Wealth Advisory, LLC](https://holderbook.com/funds/1967054-authentikos-wealth-advisory-llc/) | $4.9M | 193,152 | 3.1% | 2 |
| [FSA Advisors, Inc.](https://holderbook.com/funds/1905627-fsa-advisors-inc/) | $2.1M | 83,474 | 0.5% | 2 |
| [B.O.S.S. Retirement Advisors, LLC](https://holderbook.com/funds/1964810-b-o-s-s-retirement-advisors-llc/) | $1.5M | 57,768 | 0.4% | 2 |
| [HOWARD BAILEY SECURITIES, LLC](https://holderbook.com/funds/2043986-howard-bailey-securities-llc/) | $1.4M | 55,228 | 0.5% | 2 |
| [Elevated Capital Advisors, LLC](https://holderbook.com/funds/1802387-elevated-capital-advisors-llc/) | $1.4M | 54,234 | 0.4% | 2 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $1.2M | 47,820 | 0.0% | 1 |
| [Aegis Wealth Management, Inc.](https://holderbook.com/funds/2096565-aegis-wealth-management-inc/) | $1.1M | 43,326 | 0.7% | 2 |
| [Great Lakes Retirement, Inc.](https://holderbook.com/funds/1801667-great-lakes-retirement-inc/) | $983.8K | 38,844 | 0.1% | 2 |
| [Integrated Wealth Management](https://holderbook.com/funds/2113155-integrated-wealth-management/) | $926.4K | 36,877 | 1.0% | 2 |
| [Wellment Financial](https://holderbook.com/funds/1940000-wellment-financial/) | $854.1K | 33,999 | 1.0% | 2 |
| [POM Investment Strategies, LLC](https://holderbook.com/funds/1906322-pom-investment-strategies-llc/) | $841.7K | 33,507 | 1.0% | 2 |
| [Csenge Advisory Group](https://holderbook.com/funds/1715593-csenge-advisory-group/) | $768.2K | 30,582 | 0.0% | 2 |
| [TOUNJIAN ADVISORY PARTNERS, LLC](https://holderbook.com/funds/2039850-tounjian-advisory-partners-llc/) | $650.6K | 25,899 | 0.3% | 1 |
| [EVOLUTION WEALTH MANAGEMENT INC.](https://holderbook.com/funds/2010029-evolution-wealth-management-inc/) | $596.2K | 23,734 | 0.4% | 2 |
| [Centennial Advisors, LLC](https://holderbook.com/funds/1951376-centennial-advisors-llc/) | $560.4K | 22,309 | 0.7% | 2 |
| [SMART Wealth LLC](https://holderbook.com/funds/2044723-smart-wealth-llc/) | $487.8K | 19,419 | 0.1% | 2 |
| [LifeWealth Investments, LLC](https://holderbook.com/funds/2033794-lifewealth-investments-llc/) | $484.1K | 19,272 | 0.1% | 2 |
| [FWG Investments, LLC.](https://holderbook.com/funds/1944877-fwg-investments-llc/) | $356.5K | 14,191 | 0.2% | 2 |
| [Outlook Wealth Advisors, LLC](https://holderbook.com/funds/1767151-outlook-wealth-advisors-llc/) | $350.4K | 13,951 | 0.1% | 2 |
| [Networth Advisors, LLC](https://holderbook.com/funds/2099019-networth-advisors-llc/) | $297.0K | 11,822 | 0.2% | 2 |
| [Kingdom Financial Group LLC.](https://holderbook.com/funds/1962236-kingdom-financial-group-llc/) | $292.2K | 11,633 | 0.1% | 2 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $289.4K | 11,521 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 36 | $104.4M |
| Q1 2026 | 27 | $37.2M |
| Q4 2025 | 1 | $987.5K |