Who Owns ELEVATION SERIES TRUST (LRNZ)? -- Institutional Holders (2026-06-30)

31 institutions reported holding $8.5M of ELEVATION SERIES TRUST (LRNZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Mid-American Wealth Advisory Group, Inc. ($1.1M), Brookstone Capital Management ($1.1M), Authentikos Wealth Advisory, LLC ($946,557), WEDBUSH SECURITIES INC ($889,000), Cetera Investment Advisers ($535,257). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Mid-American Wealth Advisory Group, Inc.	$1.1M	17,587	Added
2	Brookstone Capital Management	$1.1M	17,008	Added
3	Authentikos Wealth Advisory, LLC	$946,557	14,669	Trimmed
4	WEDBUSH SECURITIES INC	$889,000	13,773	Trimmed
5	Cetera Investment Advisers	$535,257	8,295	Added
6	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$534,160	8,278	Trimmed
7	Sloy Dahl & Holst, LLC	$527,514	8,175	Hold
8	Acorn Wealth Advisors, LLC	$456,340	7,072	Added
9	Weaver Consulting Group	$406,783	6,304	Hold
10	Continuum Advisory, LLC	$291,472	4,517	New
11	OSAIC HOLDINGS, INC.	$272,560	4,222	Hold
12	Stratos Wealth Partners, LTD.	$217,975	3,378	New
13	Independence Wealth Advisors, LLC	$204,940	3,176	New
14	BROWN ADVISORY INC	$203,262	3,150	New
15	AE Wealth Management LLC	$200,810	3,112	Trimmed
16	Tower Research Capital LLC (TRC)	$199,584	3,093	Trimmed
17	Triumph Capital Management	$130,023	2,015	Trimmed
18	SIGNATUREFD, LLC	$127,765	1,980	Trimmed
19	MORGAN STANLEY	$32,264	500	Hold
20	Capital Investment Advisory Services, LLC	$24,231	376	Hold
21	Carolina Wealth Advisors, LLC	$15,293	237	Trimmed
22	UBS Group AG	$15,164	235	Trimmed
23	HARBOUR INVESTMENTS, INC.	$12,906	200	Hold
24	Bogart Wealth, LLC	$10,324	160	Hold
25	Mosley Wealth Management	$9,808	152	New

Source: SEC Form 13F filings · as of 2026-06-30