ELEVATION SERIES TRUST

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ONEH·210322566·US·ETF

ONEH (ELEVATION SERIES TRUST) is held by 2 institutional investors as of Q2 2026. Largest holders: AE Wealth Management LLC ($5.3M), UBS Group AG ($7,157). Net institutional sentiment: Mixed.

2

Holders

(1 Elite)

$5.3M

Total Value

67% (3)

Consensus

2 buying - 1 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)39

Insider (Form 4)70

Activist (13D/13G)35

Congressional (STOCK Act)67

Holder Quality

71

★★★★★

Elite

39

★★★★

Strong

79

★★★

Solid

37

★★

Below

88

★

Weak

Held by 2 funds

1 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for ONEH.

Top Holders

Top Holders (2)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
AE Wealth Management LLC	Increased	213,613(+3.7%)	$5.3M	0.0%	+1.88%	28
UBS Group AG	Increased	290(+70.6%)	$7,157	0.0%	+0.98%	16
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$845,313	0.0%	+2.36%	0

ONEHELEVATION SERIES TRUST

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer