13F

Stock

Elevation Series Trust

Ticker not mapped · held by 11 managers

Reported value

$7.27M

Holders

11

+11 new · −0 exited

Holders’ est. mark

Need a prior quarter

Largest holder

$4.97M

AE Wealth Management LLC

Notable conviction

Share of each notable manager’s 13F book.

Who holds it

Notable only
InvestorSharesValueEst. markChange
AE Wealth Management LLC206K$4.97MNew
Citadel35.1K$845.3KNew
B.O.S.S. Retirement Advisors, LLC18.5K$446.8KNew
HOWARD BAILEY SECURITIES, LLC17.6K$424.5KNew
Great Lakes Retirement, Inc.9.59K$231.3KNew
Elevated Capital Advisors, LLC6.17K$148.8KNew
Lloyd Advisory Services, LLC.3.33K$80.2KNew
Kingdom Financial Group LLC.3.33K$80.2KNew
Networth Advisors, LLC898$21.7KNew
Quest 10 Wealth Builders, Inc.824$19.9KNew
UBS Group AG170$4.1KNew

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.