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Who owns PAYHWhat PAYH owns — n/a

Who owns Elevation Series Trust - TrueShares S&P Autocallable High Income ETF?

Institutional ownership of PAYH from SEC Form 13F filings across 15 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

15

13F holders

$11.8M

value, 2026 filers

1176.6%

of shares outstanding (478,202 sh)

6

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of PAYH's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1AE Wealth Management LLC233,739$5.8M0.0%575.1%-21.8%
2MORGAN STANLEY129,741$3.2M0.0%319.2%+1456.2%
3Lloyd Advisory Services, LLC.60,620$1.5M0.6%149.2%+1637.5%
4B.O.S.S. Retirement Advisors, LLC19,469$482,4340.1%47.9%-3.5%
5Elevated Capital Advisors, LLC9,503$235,4960.1%23.4%+67778.6%
6TOUNJIAN ADVISORY PARTNERS, LLCNEW6,633$164,3760.1%16.3%new
7JPMORGAN CHASE & CO5,611$138,8650.0%13.8%+25.2%
8Kingdom Financial Group LLC.3,311$82,0470.0%8.1%-5.1%
9IFG Advisory, LLCNEW3,014$74,6900.0%7.4%new
10Montgomery Financial Services LLCNEW2,237$55,4330.0%5.5%new
11POM Investment Strategies, LLCNEW1,772$43,9100.0%4.4%new
12Decker Retirement Planning Inc.NEW988$24,4830.0%2.4%new
13Networth Advisors, LLC743$18,4040.0%1.8%-54.1%
14Key Capital Management, INCNEW578$14,3230.0%1.4%new
15Quest 10 Wealth Builders, Inc.243$6,0220.0%0.6%-71.7%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.