PVEX institutional holders

ELEVATION SERIES TRUST · 13F, 2026Q2

Managers holding6
Shares held1,855,488
Reported value$56.7m
Quarter flows2 new, 1 added, 2 trimmed, 1 exited

Top 6 holders

ManagerSharesValue% of manager's 13F
AE Wealth Management LLC1,822,243$55.7m0.3%
Mid-American Wealth Advisory Group, Inc.20,508$627,0770.2%
JANE STREET GROUP, LLC11,806$360,9940.0%
UBS Group AG707$21,6180.0%
Mosley Wealth Management205$6,2680.0%
Kingdom Financial Group LLC.19$5810.0%

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

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