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Data from SEC EDGAR filings: company financials and 13F holdings.

Disclaimer: QW Research is provided for informational and educational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Data is derived from public SEC 13F filings and may be incomplete, delayed, or inaccurate. Do not make investment decisions based on this content. QW Research does not share in any profits and accepts no liability for any losses or decisions made using this information. Past performance does not predict future results.

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PAYH — Fundamentals, Valuation & Ownership | QW Research

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Elevation Series Trust - TrueShares S&P Autocallable High Income ETF (PAYH)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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No collected fundamentals for a capital-allocation analysis.

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Institutional Ownership

—

of shares outstanding · 9 funds hold it

Ownership Change

—

vs last quarter

Crowding

69ᵗʰ pctl

more crowded than 69% of tracked stocks

Institutional Value

$7.2M

total position value across all 13F filers

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Institutional Holders

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Institutional Trends (2 Quarters)

No trend data available for this metric.

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

No collected fundamentals for a debt & leverage analysis.

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

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.

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Conviction-Weighted Ownership

Median weight: 0.03%Avg weight: 0.11%Max: 0.63%High conviction (>1%): 0

AE Wealth Management

Authentikos Wealth Advisory,

GOLDMAN SACHS GROUP

B.O.S.S. Retirement Advisors,

HOWARD BAILEY SECURITIES,

Great Lakes Retirement,

EVOLUTION WEALTH MANAGEMENT

JPMORGAN CHASE &

Lloyd Advisory Services,

Crowding AnalysisModerate

Holders9of 5,944

Avg: 68

Uncrowded69th percentileCrowded

Institutional Activity

Buy/Sell Ratio14x

50th percentile

14 buying1 selling

+14

New

-1

Closed

+405K

Net shares

Ownership Concentration

Top 5: 115.4%Top 10: 124.3%

AE Wealth Management84.6%

Authentikos Wealth Advisory,13.0%

GOLDMAN SACHS GROUP6.8%

B.O.S.S. Retirement Advisors,5.7%

HOWARD BAILEY SECURITIES,5.3%

Crowding AnalysisModerate

Holders9of 5,944

Avg: 68

Uncrowded69th percentileCrowded

Institutional Activity

Buy/Sell Ratio14x

50th percentile

14 buying1 selling

+14

New

-1

Closed

+405K

Net shares

Ownership Concentration

Top 5: 115.4%Top 10: 124.3%

AE Wealth Management84.6%

Authentikos Wealth Advisory,13.0%

GOLDMAN SACHS GROUP6.8%

B.O.S.S. Retirement Advisors,5.7%

HOWARD BAILEY SECURITIES,5.3%

Ownership Map

Top 14 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 14 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

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