ONEH ELEVATION SERIES TRUST
FollowTRUESHARES EQTY (fund)
11 managers (11 13F filers) reported a position in ONEH shares at 2026-03-31, 301,451 shares in all. 11 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 11
- Added
- 0
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 301,451
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 205,955 | $4.97M | 0.03% | new | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 35,055 | $845K | <0.01% | new | 13F-HRTimelineGroup |
| B.O.S.S. Retirement Advisors, LLC | 18,530 | $447K | 0.14% | new | 13F-HRTimeline |
| HOWARD BAILEY SECURITIES, LLC | 17,605 | $425K | 0.17% | new | 13F-HRTimeline |
| Great Lakes Retirement, Inc. | 9,593 | $231K | 0.02% | new | 13F-HRTimeline |
| Elevated Capital Advisors, LLC | 6,171 | $149K | 0.04% | new | 13F-HRTimeline |
| Lloyd Advisory Services, LLC. | 3,325 | $80.2K | 0.02% | new | 13F-HRTimeline |
| Kingdom Financial Group LLC. | 3,325 | $80.2K | 0.02% | new | 13F-HRTimeline |
| Networth Advisors, LLC | 898 | $21.7K | 0.02% | new | 13F-HRTimeline |
| Quest 10 Wealth Builders, Inc. | 824 | $19.9K | 0.02% | new | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 170 | $4.1K | <0.01% | new | 13F-HRTimelineGroup |