13FBOX
ELEVATION SERIES TRUST · 13F Institutional Holdings
Options Calculator Rankings
E

ELEVATION SERIES TRUST

LRNZ
Institutions
30
Combined AUM (Q2 2026)
$8.5M
Combined Shares (Q2 2026)
132,081
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+19,208
12 · 8 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-14,703
14 · 3 Exit · ≈
⚖️ Net
+4,505
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$8.5M
Institutions
30
New Buys
8
Adds
4
Reduces
11
Exits
3
Unchanged
7
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Mid-American Wealth Advisory Group, Inc.
0.41%0.34%#2$1.1M17,587$816,55817,134+453+2.64%Add
Brookstone Capital Management
0.01%0.01%#10$1.1M17,008$548,50613,706+3,302+24.09%Add
Authentikos Wealth Advisory, LLC
0.6%0.47%#1$946,55714,669$699,93917,490-2,821-16.13%Reduce
WEDBUSH SECURITIES INC
0.02%0.02%#9$888,74013,773$556,00013,903-130-0.94%Reduce
Cetera Investment Advisers
<0.01%<0.01%#18$535,2578,295$320,5158,009+286+3.57%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#26$534,1608,278$634,10715,845-7,567-47.76%Reduce
Sloy Dahl & Holst, LLC
0.07%0.04%#6$527,5148,175$327,1598,17500.00%Unchanged
Acorn Wealth Advisors, LLC
0.11%0.08%#3$456,3407,072$261,9276,545+527+8.05%Add
Weaver Consulting Group
0.08%0.06%#5$406,7836,304$252,2826,30400.00%Unchanged
Continuum Advisory, LLC
0.02%#7$291,4724,517$00+4,517New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#20$272,5604,222$169,0354,22200.00%Unchanged
Stratos Wealth Partners, LTD.
<0.01%#14$217,9753,378$00+3,378New Buy
Independence Wealth Advisors, LLC
0.1%#4$204,9403,176$00+3,176New Buy
BROWN ADVISORY INC
<0.01%#21$203,2623,150$00+3,150New Buy
AE Wealth Management LLC
<0.01%<0.01%#17$200,8103,112$181,4084,533-1,421-31.35%Reduce
Tower Research Capital LLC (TRC)
<0.01%<0.01%#12$199,5843,093$192,2534,804-1,711-35.62%Reduce
Triumph Capital Management
0.02%0.02%#8$130,0232,015$84,4412,110-95-4.50%Reduce
SIGNATUREFD, LLC
<0.01%<0.01%#15$127,7651,980$88,0432,200-220-10.00%Reduce
MORGAN STANLEY
<0.01%<0.01%#29$32,264500$27,304600-100-16.67%Reduce
Capital Investment Advisory Services, LLC
<0.01%<0.01%#16$24,231376$15,02837600.00%Unchanged
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#27$16,132250$00+250New Buy
Carolina Wealth Advisors, LLC
0.01%0.01%#11$15,293237$17,488437-200-45.77%Reduce
UBS Group AG
<0.01%<0.01%#28$15,164235$15,767394-159-40.36%Reduce
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#23$12,906200$8,00420000.00%Unchanged
Bogart Wealth, LLC
<0.01%<0.01%#19$10,324160$6,40316000.00%Unchanged
Mosley Wealth Management
<0.01%#13$9,808152$00+152New Buy
Parallel Advisors, LLC
<0.01%<0.01%#24$8,804136$5,46013600.00%Unchanged
Kingdom Financial Group LLC.
<0.01%<0.01%#22$90314$96024-10-41.67%Reduce
VALLEY NATIONAL ADVISERS INC
<0.01%#25$83913$00+13New Buy
CITIGROUP INC
<0.01%#30$2584$00+4New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow