ELEVATION SERIES TRUST (PVEX)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
6
Reporting holders
$56.7M
Reported value
0.0%
Held as options
+1
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 | $55.7M | 1,822,243 | 0.26% | 4q | +5.6%+$3.0M |
| Mid-American Wealth Advisory Group, Inc. | $627.1K | 20,508 | 0.23% | new | NEW |
| JANE STREET GROUP, LLC | $361.0K | 11,806 | 0.00% | 4q | -76.9%-$1.2M |
| UBS Group AG | $21.6K | 707 | 0.00% | 3q | -40.0%-$14.4K |
| Mosley Wealth Management | $6.3K | 205 | 0.00% | new | NEW |
| Kingdom Financial Group LLC. | $581 | 19 | 0.00% | 2q | HELD |
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 | 6 | $56.7M | 1,855,488 | 2 | 1 | 2 | 0.0% |
| Q1 2026 | 5 | $48.8M | 1,777,491 | 2 | 3 | 0 | 0.0% |
| Q4 2025 | 3 | $46.2M | 1,627,407 | 1 | 1 | 1 | 0.0% |
| Q3 2025 | 2 | $1.7M | 60,099 | 2 | 0 | 0 | 0.0% |
| Q2 2025 | 1 | $750.0K | 30,000 | 1 | 0 | 0 | 0.0% |