ELEVATION SERIES TRUST
Institutional coverage
19 13F filers hold $PAYM.
13F holders
19
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
No exposure this quarterNo top-200 alpha managers currently hold $PAYM. The institutional holders table below shows the broader 13F picture.
Institutional holders
Top 10 of 19 · Source: 13F-HR01
Core Wealth Partners LLC
2.72% of portfolio
183,582 sh
02
JPMorgan
0.40% of portfolio
60,124 sh
03
Diversified Enterprises, LLC
0.51% of portfolio
57,020 sh
04
XML Financial, LLC
0.26% of portfolio
47,662 sh
05
Capital Square, LLC
0.10% of portfolio
42,830 sh
06
Sterling Investment Counsel, LLC
0.92% of portfolio
33,728 sh
07
Banyan Capital Management, Inc.
—
29,664 sh
08
Guardian Wealth Advisors, LLC / Nc
0.69% of portfolio
25,264 sh
09
AJ Advisors, LLC
0.62% of portfolio
22,101 sh
10
United Advisor Group, LLC
0.28% of portfolio
17,678 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $PAYM in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $PAYM 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 10:25 UTC.