ELEVATION SERIES TRUST (ONEZ)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Ownership Map

Top 34 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders26of 5,944

Avg: 68

Uncrowded77th percentileCrowded

Institutional Activity

Buy/Sell Ratio2x

54th percentile

20 buying10 selling

+9

New

-0

Closed

+5K

Net shares

Ownership Concentration

Top 5: 87.9%Top 10: 97.6%

AE Wealth Management73.3%

Mid-American Wealth Advisory Group,4.5%

Wellment Financial4.0%

SMART Wealth3.5%

FWG Investments,2.5%

Others (21)12.1%

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Conviction-Weighted Ownership

Median weight: 0.87%Avg weight: 1.29%Max: 4.29%High conviction (>1%): 4

AE Wealth Management

Mid-American Wealth Advisory Group,

Wellment Financial

SMART Wealth

FWG Investments,

Elevated Capital Advisors,

B.O.S.S. Retirement Advisors,

HOWARD BAILEY SECURITIES,

Integrated Wealth Management

FSA Advisors,

Institutional Trends (5 Quarters)

No trend data available for this metric.

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)

Crowding AnalysisCrowded

Holders26of 5,944

Avg: 68

Uncrowded77th percentileCrowded

Institutional Activity

Buy/Sell Ratio2x

54th percentile

20 buying10 selling

+9

New

-0

Closed

+5K

Net shares

Ownership Concentration

Top 5: 87.9%Top 10: 97.6%

AE Wealth Management73.3%

Mid-American Wealth Advisory Group,4.5%

Wellment Financial4.0%

SMART Wealth3.5%

FWG Investments,2.5%

Others (21)12.1%

Crowding AnalysisCrowded

Holders26of 5,944

Avg: 68

Uncrowded77th percentileCrowded

Institutional Activity

Buy/Sell Ratio2x

54th percentile

20 buying10 selling

+9

New

-0

Closed

+5K

Net shares

Ownership Concentration

Top 5: 87.9%Top 10: 97.6%

AE Wealth Management73.3%

Mid-American Wealth Advisory Group,4.5%

Wellment Financial4.0%

SMART Wealth3.5%

FWG Investments,2.5%

Others (21)12.1%

Ownership Map

Top 34 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 34 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position