ONEZ · Insider trading · 13F holders · Congress trades
Elevation Series Trust (ONEZ)
Who is buying and selling ONEZ: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 26
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
ONEZ at a glance
- No open-market insider purchases or sales of ONEZ were filed in the last 90 days.
- 26 13F filers hold ONEZ among their 50 largest positions, worth $254.1M combined. The biggest bets by portfolio weight are Wellment Financial (10.3%), Lloyd Advisory Services, LLC. (7.4%) and POM Investment Strategies, LLC (5.1%). In their latest 13Fs, 1 manager opened a new position and 10 added to one.
- No member of Congress has disclosed a trade in ONEZ.
ONEZ insider trading
No open-market insider purchases or sales of ONEZ were filed in the last 90 days.
Who owns ONEZ? Hedge funds and superinvestors
26 13F filers hold ONEZ among their 50 largest positions, worth $254.1M combined. The biggest bets by portfolio weight are Wellment Financial (10.3%), Lloyd Advisory Services, LLC. (7.4%) and POM Investment Strategies, LLC (5.1%). In their latest 13Fs, 1 manager opened a new position and 10 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| AE Wealth Management LLCWealth manager | 0.7% | $160.0M | 5,797,424 | — | Q2 2026 |
| Lloyd Advisory Services, LLC.Wealth manager | 7.4% | $19.2M | 694,179 | — | Q2 2026 |
| Wellment FinancialWealth manager | 10.3% | $9.6M | 342,475 | +2.4% shares | Q3 2026 |
| POM Investment Strategies, LLCWealth manager | 5.1% | $6.3M | 225,408 | +4.6% shares | Q3 2026 |
| SMART Wealth LLCWealth manager | 1.2% | $5.4M | 195,065 | +59.0% shares | Q2 2026 |
| Howard Bailey Securities, LLCWealth manager | 2.0% | $5.2M | 185,710 | -5.4% shares | Q3 2026 |
| FWG Investments, LLC.Wealth manager | 2.7% | $5.2M | 187,004 | +112.7% shares | Q2 2026 |
| B.O.S.S. Retirement Advisors, LLCWealth manager | 1.5% | $5.1M | 181,967 | -7.3% shares | Q3 2026 |
| Integrated Wealth ManagementWealth manager | 4.7% | $4.7M | 169,168 | +7.3% shares | Q3 2026 |
| Elevated Capital Advisors, LLCWealth manager | 1.1% | $3.9M | 143,052 | +64.4% shares | Q2 2026 |
| Mid-American Wealth Advisory Group, Inc.Wealth manager | 1.2% | $3.4M | 122,103 | -2.6% shares | Q3 2026 |
| FSA Advisors, Inc.Wealth manager | 1.5% | $3.2M | 115,085 | +128.5% shares | Q2 2026 |
| Outlook Wealth Advisors, LLCWealth manager | 0.7% | $3.2M | 113,378 | -1.4% shares | Q3 2026 |
| Tounjian Advisory Partners, LLCWealth manager | 1.2% | $2.8M | 100,246 | — | Q2 2026 |
| Richmond Brothers, Inc.Wealth manager | 1.4% | $2.7M | 98,061 | New | Q2 2026 |
| Networth Advisors, LLCWealth manager | 1.2% | $2.1M | 76,330 | +303.4% shares | Q2 2026 |
| Centennial Advisors, LLCWealth manager | 2.4% | $2.0M | 71,964 | -7.6% shares | Q3 2026 |
| Mosley Wealth ManagementWealth manager | 0.6% | $2.0M | 70,966 | +7.9% shares | Q3 2026 |
| LifeWealth Investments, LLCWealth manager | 0.4% | $1.6M | 55,777 | -27.7% shares | Q3 2026 |
| Quest 10 Wealth Builders, Inc.Wealth manager | 1.2% | $1.6M | 56,277 | +95.8% shares | Q2 2026 |
| Golden Reserve Retirement LLCWealth manager | 0.2% | $1.1M | 40,450 | +95.7% shares | Q2 2026 |
| Aegis Wealth Management, Inc.Wealth manager | 0.6% | $1.0M | 37,173 | +12.7% shares | Q3 2026 |
| Kingdom Financial Group LLC.Wealth manager | 0.3% | $989K | 35,845 | — | Q2 2026 |
| Blackston Financial Advisory Group, LLCWealth manager | 0.4% | $724K | 26,225 | — | Q2 2026 |
| Montgomery Financial Services LLCWealth manager | 0.5% | $626K | 22,698 | — | Q2 2026 |
| Authentikos Wealth Advisory, LLCWealth manager | 0.4% | $590K | 21,384 | — | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 11, Q2 2026: 15). Screen ONEZ in the grand portfolio →
ONEZ stock trades by members of Congress
No member of Congress has disclosed a trade in ONEZ.
ONEZ questions and answers
Are insiders buying ONEZ stock?
No open-market insider purchases or sales of ONEZ were filed in the last 90 days.
Which hedge funds own ONEZ?
26 13F filers hold ONEZ among their 50 largest positions, worth $254.1M combined. The biggest bets by portfolio weight are Wellment Financial (10.3%), Lloyd Advisory Services, LLC. (7.4%) and POM Investment Strategies, LLC (5.1%). In their latest 13Fs, 1 manager opened a new position and 10 added to one.
Has Congress traded ONEZ?
No member of Congress has disclosed a trade in ONEZ.
Who is the largest holder of ONEZ?
Among 13F filers, AE Wealth Management LLC reports the largest ONEZ position, $160.0M (5,797,424 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Wellment Financial's: 10.3% of its portfolio.
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