# ELEVATION SERIES TRUST (PVEX)

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

- Reporting holders: 6
- Reported value: $56.7M
- 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/) | $55.7M | 1,822,243 | 0.3% | 4 |
| [Mid-American Wealth Advisory Group, Inc.](https://holderbook.com/funds/1911264-mid-american-wealth-advisory-group-inc/) | $627.1K | 20,508 | 0.2% | 1 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $361.0K | 11,806 | 0.0% | 4 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $21.6K | 707 | 0.0% | 3 |
| [Mosley Wealth Management](https://holderbook.com/funds/2011849-mosley-wealth-management/) | $6.3K | 205 | 0.0% | 1 |
| [Kingdom Financial Group LLC.](https://holderbook.com/funds/1962236-kingdom-financial-group-llc/) | $581 | 19 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 6 | $56.7M |
| Q1 2026 | 5 | $48.8M |
| Q4 2025 | 3 | $46.2M |
| Q3 2025 | 2 | $1.7M |
| Q2 2025 | 1 | $750.0K |