Who Owns ELEVATION SERIES TRUST (PVEX)?Hedge Fund & Institutional Holders

$27.72-0.11 (-0.40%)BATS

Institutional Holders

8

as of Q4 2025

Total Institutional Value

$422372578836.0T

% of Float Held

—

QoQ Change in Holders

+2 / -0

Price History

$24.93$25.98$27.02$28.07$29.11Jun 25Nov 25Mar 26

PVEX — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
AE Wealth Management LLCNew Position+1.6M+$45.8M
UBS Group AGNew Position+873+$24K

PVEX — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
JANE STREET GROUP, LLCDecreased-11K-$604.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1AE Wealth Management LLC1,488,991$42.2M0.24%Share
2AE Wealth Management LLC90,910$2.6M0.01%Share
3AE Wealth Management LLC29,446$835K0.00%Share
4AE Wealth Management LLC3,388$96K0.00%Share
5AE Wealth Management LLC2,521$71K0.00%Share
6UBS Group AG873$24K0.00%Share
7AE Wealth Management LLC630$17K0.00%Share
8JANE STREET GROUP, LLC10,648$00.00%Share

PVEX Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 20253$45.9M+2
Q3 20251$604.2M-1
Q2 20252$750.0M—

As of Q4 2025, 8 institutional investors hold PVEX (ELEVATION SERIES TRUST). The largest holder is AE Wealth Management LLC with $42.2M in shares. This quarter, 2 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own PVEX?

As of Q4 2025, 8 institutional investors report holding PVEX (ELEVATION SERIES TRUST) in their 13F filings.

Who is the largest institutional holder of PVEX?

The largest institutional holder of PVEX is AE Wealth Management LLC with $42.2M in shares.

Is institutional ownership of PVEX increasing or decreasing?

This quarter, 2 institutions opened new positions in PVEX and 0 closed their positions.