ONEH ELEVATION SERIES TRUST: institutional ownership and insider trading
18 funds reported holding $10.6M of ELEVATION SERIES TRUST in their latest 13F filings; in Q2 2026 funds net bought $2.31M, with 7 new positions and 1 funds selling out.
Largest institutional holders of ONEH
- AE Wealth Management LLC — $5.27M
- Lloyd Advisory Services, LLC. — $1.47M
- Mid-American Wealth Advisory Group, Inc. — $1.18M
- POM Investment Strategies, LLC — $617K
- B.O.S.S. Retirement Advisors, LLC — $447K
- HOWARD BAILEY SECURITIES, LLC — $426K
- Elevated Capital Advisors, LLC — $315K
- Great Lakes Retirement, Inc. — $221K
- Integrated Wealth Management — $201K
- TOUNJIAN ADVISORY PARTNERS, LLC — $159K