ELEVATION SERIES TRUST
Institutional coverage
31 13F filers hold $ONEZ.
13F holders
31
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
No exposure this quarterNo top-200 alpha managers currently hold $ONEZ. The institutional holders table below shows the broader 13F picture.
Institutional holders
Top 10 of 31 · Source: 13F-HR01
G2 Capital Management, LLC / Oh
1.70% of portfolio
154,728 sh
02
Sterling Investment Counsel, LLC
4.29% of portfolio
138,627 sh
03
W Advisors, LLC
1.40% of portfolio
87,917 sh
04
XML Financial, LLC
0.55% of portfolio
87,029 sh
05
B.O.S.S. Retirement Advisors, LLC
0.64% of portfolio
78,086 sh
06
JPMorgan
0.57% of portfolio
74,171 sh
07
Diversified Enterprises, LLC
0.71% of portfolio
69,222 sh
08
Theory Financial LLC
0.83% of portfolio
50,376 sh
09
Integrated Wealth Management
1.40% of portfolio
47,914 sh
10
Guardian Wealth Advisors, LLC / Nc
1.46% of portfolio
46,995 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $ONEZ in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $ONEZ in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 13:14 UTC.