PAYH ELEVATION SERIES TRUST: institutional ownership and insider trading
22 funds reported holding $19.6M of ELEVATION SERIES TRUST in their latest 13F filings; in Q2 2026 funds net bought $4.48M, with 7 new positions and 2 funds selling out.
Largest institutional holders of PAYH
- AE Wealth Management LLC — $5.79M
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $3.21M
- Mid-American Wealth Advisory Group, Inc. — $2.77M
- POM Investment Strategies, LLC — $2.76M
- Lloyd Advisory Services, LLC. — $1.50M
- Beacon Capital Management, LLC — $681K
- B.O.S.S. Retirement Advisors, LLC — $482K
- HOWARD BAILEY SECURITIES, LLC — $449K
- Authentikos Wealth Advisory, LLC — $353K
- Integrated Advisors Network LLC — $353K