PAYM ELEVATION SERIES TRUST: institutional ownership and insider trading

37 funds reported holding $120M of ELEVATION SERIES TRUST in their latest 13F filings; in Q2 2026 funds net bought $60.0M, with 8 new positions and 0 funds selling out.

Largest institutional holders of PAYM

  1. Mid-American Wealth Advisory Group, Inc. — $48.6M
  2. AE Wealth Management LLC — $30.3M
  3. POM Investment Strategies, LLC — $12.0M
  4. Lloyd Advisory Services, LLC. — $5.35M
  5. Authentikos Wealth Advisory, LLC — $4.85M
  6. Beacon Capital Management, LLC — $2.79M
  7. B.O.S.S. Retirement Advisors, LLC — $1.45M
  8. HOWARD BAILEY SECURITIES, LLC — $1.39M
  9. Elevated Capital Advisors, LLC — $1.36M
  10. Aegis Wealth Management, Inc. — $1.09M

All PAYM 13F holders