ELEVATION SERIES TRUST

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PAYH·210322582·US·ETF·Unknown - Unknown

PAYH (ELEVATION SERIES TRUST) is held by 3 institutional investors as of Q2 2026. Largest holders: AE Wealth Management LLC ($5.8M), MORGAN STANLEY ($3.2M), JPMORGAN CHASE & CO ($138,865). Net institutional sentiment: Mixed.

3

Holders

(1 Elite)

$9.1M

Total Value

50% (4)

Consensus

2 buying - 2 selling

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

Smart Money Verdict

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Institutional (13F)26

Insider (Form 4)78

Activist (13D/13G)51

Congressional (STOCK Act)59

Holder Quality

25

★★★★★

Elite

37

★★★★

Strong

33

★★★

Solid

71

★★

Below

86

★

Weak

Held by 3 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 PAYH.

Top Holders

Top Holders (3)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
AE Wealth Management LLC	Decreased	233,739(-21.8%)	$5.8M	0.0%	+30.28%	0
MORGAN STANLEY	Increased	129,741(+1456.2%)	$3.2M	0.0%	+4.25%	43
JPMORGAN CHASE & CO	Increased	5,611(+25.2%)	$138,865	0.0%	+23.64%	19
GOLDMAN SACHS GROUP INC	Exited	0(-100.0%)	$493,024	0.0%	+26.68%	0

PAYHELEVATION 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