Elevation Series Trust (LRNZ) institutional ownership

ELEVATION SERIES TRUST · 13F, 2026Q2

Managers holding29
Shares held131,831
Reported value$8.5m
Quarter flows7 new, 4 added, 10 trimmed, 3 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Mid-American Wealth Advisory Group, Inc.17,587$1.1m0.4%
Brookstone Capital Management17,008$1.1m0.0%
Authentikos Wealth Advisory, LLC14,669$946,5570.6%
WEDBUSH SECURITIES INC13,773$889,0000.0%
Cetera Investment Advisers8,295$535,2570.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP8,278$534,1600.0%
Sloy Dahl & Holst, LLC8,175$527,5140.1%
Acorn Wealth Advisors, LLC7,072$456,3400.1%
Weaver Consulting Group6,304$406,7830.1%
Continuum Advisory, LLC4,517$291,4720.0%
OSAIC HOLDINGS, INC.4,222$272,5600.0%
Stratos Wealth Partners, LTD.3,378$217,9750.0%
Independence Wealth Advisors, LLC3,176$204,9400.1%
BROWN ADVISORY INC3,150$203,2620.0%
AE Wealth Management LLC3,112$200,8100.0%
Tower Research Capital LLC (TRC)3,093$199,5840.0%
Triumph Capital Management2,015$130,0230.0%
SIGNATUREFD, LLC1,980$127,7650.0%
MORGAN STANLEY500$32,2640.0%
Capital Investment Advisory Services, LLC376$24,2310.0%
Carolina Wealth Advisors, LLC237$15,2930.0%
UBS Group AG235$15,1640.0%
HARBOUR INVESTMENTS, INC.200$12,9060.0%
Bogart Wealth, LLC160$10,3240.0%
Mosley Wealth Management152$9,8080.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("LRNZ"). LRNZ price history · All 13F data

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