Who Owns ELEVATION SERIES TRUST (PAYH)? -- Institutional Holders (2026-06-30)

22 institutions reported holding $15.6M of ELEVATION SERIES TRUST (PAYH) in SEC 13F filings for 2026-06-30. Largest institutional holders: AE Wealth Management LLC ($5.8M), MORGAN STANLEY ($3.2M), Mid-American Wealth Advisory Group, Inc. ($2.4M), Lloyd Advisory Services, LLC. ($1.5M), B.O.S.S. Retirement Advisors, LLC ($482,434). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	AE Wealth Management LLC	$5.8M	233,739	Trimmed
2	MORGAN STANLEY	$3.2M	129,741	Added
3	Mid-American Wealth Advisory Group, Inc.	$2.4M	98,406	New
4	Lloyd Advisory Services, LLC.	$1.5M	60,620	Added
5	B.O.S.S. Retirement Advisors, LLC	$482,434	19,469	Trimmed
6	HOWARD BAILEY SECURITIES, LLC	$448,652	18,105	Trimmed
7	Authentikos Wealth Advisory, LLC	$352,644	14,231	Trimmed
8	Integrated Wealth Management	$236,536	9,545	New
9	Elevated Capital Advisors, LLC	$235,496	9,503	Added
10	Great Lakes Retirement, Inc.	$232,240	9,372	Trimmed
11	TOUNJIAN ADVISORY PARTNERS, LLC	$164,376	6,633	New
12	JPMORGAN CHASE & CO	$138,865	5,611	Added
13	Kingdom Financial Group LLC.	$82,047	3,311	Trimmed
14	IFG Advisory, LLC	$74,690	3,014	New
15	Montgomery Financial Services LLC	$55,433	2,237	New
16	POM Investment Strategies, LLC	$43,910	1,772	New
17	Decker Retirement Planning Inc.	$24,483	988	New
18	Networth Advisors, LLC	$18,404	743	Trimmed
19	Key Capital Management, INC	$14,323	578	New
20	Quest 10 Wealth Builders, Inc.	$6,022	243	Trimmed
21	EVOLUTION WEALTH MANAGEMENT INC.	$0	0	Exited
22	GOLDMAN SACHS GROUP INC	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-06-30