ONEZ ELEVATION SERIES TRUST: institutional ownership and insider trading
39 funds reported holding $262M of ELEVATION SERIES TRUST in their latest 13F filings; in Q2 2026 funds net bought $157M, with 10 new positions and 7 funds selling out.
Largest institutional holders of ONEZ
- AE Wealth Management LLC — $160M
- Lloyd Advisory Services, LLC. — $19.2M
- FSR Wealth Management Ltd. — $9.23M
- POM Investment Strategies, LLC — $6.31M
- HOWARD BAILEY SECURITIES, LLC — $5.42M
- B.O.S.S. Retirement Advisors, LLC — $5.41M
- SMART Wealth LLC — $5.38M
- FWG Investments, LLC. — $5.16M
- Integrated Wealth Management — $4.74M
- Elevated Capital Advisors, LLC — $3.95M