ELEVATION SERIES TRUST

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ONEZ·210322608·US·ETF

ONEZ (ELEVATION SERIES TRUST) is held by 4 institutional investors as of Q2 2026. Largest holders: AE Wealth Management LLC ($160M), ENVESTNET ASSET MANAGEMENT INC ($2.2M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($211,919). Net institutional sentiment: Mixed.

4

Holders

(3 Elite)

$162.4M

Total Value

57% (7)

Consensus

4 buying - 3 selling

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

Smart Money Verdict

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Institutional (13F)54

Insider (Form 4)45

Activist (13D/13G)33

Congressional (STOCK Act)32

Holder Quality

53

★★★★★

Elite

25

★★★★

Strong

61

★★★

Solid

19

★★

Below

58

★

Weak

Held by 4 funds

3 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (4)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
AE Wealth Management LLC	Increased	5.8M(+128.1%)	$160M	0.7%	+8.31%	69
ENVESTNET ASSET MANAGEMENT INC	New	81,374	$2.2M	0.0%	+2.68%	36
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	7,681	$211,919	0.0%	+2.68%	35
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	New	418	$11,533	0.0%	+2.68%	27
US BANCORP \DE\	Exited	0(-100.0%)	$2,003	0.0%	+6.73%	0
UBS Group AG	Exited	0(-100.0%)	$32,148	0.0%	+6.73%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$264,410	0.0%	+6.73%	0

ONEZELEVATION SERIES TRUST

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

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