Elevation Series Trust (ONEZ): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Elevation Series Trust (ONEZ) following the 2026 Q1 hedge fund 13F filings?

As of today, ONEZ has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.2%. Since the quarter end (March 31, 2026), ONEZ gained +9.7% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Elevation Series Trust (ONEZ)

34 + Investors. Track Smart Money conviction in ONEZ. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — ONEZ

Based on 34 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 4Q

For 1 consecutive quarter, more hedge funds added ONEZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

34 hedge funds hold ONEZ right now — the highest count in 1.2 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +325% more funds vs a year ago

fund count last 5Q

+26 new funds entered over the past year (+325% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 4 quarters from the low — a sharp move.

🟢

More buyers than sellers — 67% buying

20 buying10 selling

Last quarter: 20 funds were net buyers (9 opened a brand new position + 11 added to an existing one). Only 10 were sellers (10 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 18 → 5 → 7 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 47% entered in last year

■ 0% conviction (2yr+) ■ 53% medium ■ 47% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

📊

Peak discovery — momentum slowing

18 → 5 → 7 → 9 new funds/Q

New funds entering each quarter: 18 → 5 → 7 → 9. ONEZ is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 34 current holders: 34 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds

2 of 34 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.3

out of 10

Moderate Exit Risk

Exit risk score 5.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	34	25	36.0%
13F Shares	4M	4M	0.12%
Total Value	$95M	$98M	-3.32%
New Positions	9	7	+2
Increased Positions	11	8	+3
Closed Positions	0	7	-7
Reduced Positions	10	9	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

36.0%

13F Shares

0.12%

Total Value

$95M

$98M

-3.32%

New Positions

Increased Positions

Closed Positions

-7

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

34 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ONEZ. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 ONEZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Wellment Financial	4.29%	138,627	$3.5M
2	Mid-American Wealth Advisory Group, Inc.	1.70%	154,728	$4.0M
3	Integrated Wealth Management	1.58%	55,094	$1.4M
4	POM Investment Strategies, LLC	1.46%	46,995	$1.2M
5	FWG Investments, LLC.	1.40%	87,917	$2.2M
6	Centennial Advisors, LLC	0.91%	28,584	$716K
7	SMART Wealth LLC	0.90%	122,673	$3.1M
8	FSA Advisors, Inc.	0.83%	50,376	$1.3M
9	Howard Bailey Securities, LLC	0.71%	69,222	$1.7M
10	Quest 10 Wealth Builders, Inc.	0.63%	28,743	$720K
11	Aegis Wealth Management, Inc.	0.60%	30,348	$760K
12	B.O.S.S. Retirement Advisors, LLC	0.57%	74,171	$1.9M
13	Elevated Capital Advisors, LLC	0.55%	87,029	$2.2M
14	AE Wealth Management LLC	0.34%	2,542,160	$63.6M
15	Networth Advisors, LLC	0.33%	18,922	$474K
16	LifeWealth Investments, LLC	0.28%	37,580	$941K
17	Authentikos Wealth Advisory, LLC	0.26%	15,180	$380K
18	Outlook Wealth Advisors, LLC	0.16%	26,107	$654K
19	Kingdom Financial Group LLC.	0.11%	14,905	$373K
20	Lloyd Advisory Services, LLC.	0.11%	14,905	$373K
21	Golden Reserve Retirement LLC	0.11%	20,667	$517K
22	Great Lakes Retirement, Inc.	0.10%	36,949	$925K
23	Weaver Consulting Group	0.07%	11,950	$299K
24	Mosley Wealth Management	0.04%	3,725	$99K
25	Evolution Wealth Management INC.	0.04%	2,417	$61K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Elevation Series Trust (ONEZ)

What does the Smart Money Trend signal show for ONEZ?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ONEZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ONEZ?

More buyers than sellers — 67% buying: Last quarter: 20 funds were net buyers (9 opened a brand new position + 11 added to an existing one). Only 10 were sellers (10 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ONEZ holders?

Smaller funds dominant — 0% AUM from top-100: 2 of 34 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ONEZ?

Mostly new holders — 47% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Elevation Series Trust (ONEZ) following the 2026 Q1 hedge fund 13F filings?

As of today, ONEZ has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.2%. Since the quarter end (March 31, 2026), ONEZ has gained +9.7% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Elevation Series Trust (ONEZ)

Smart Money Signals — ONEZ

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +325% more funds vs a year ago

More buyers than sellers — 67% buying

Steady new buyers — ~9 new funds per quarter

Mostly new holders — 47% entered in last year

Peak discovery — momentum slowing

Early stage — 100% of holders entered in last year

Smaller funds dominant — 0% AUM from top-100

Institutional Sentiment Summary — ONEZ

Hedge Fund Ownership: ONEZ

Market Analysis: ONEZ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ONEZ

Is It Too Late to Buy Elevation Series Trust (ONEZ) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: ONEZ

Statistics: ONEZ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Elevation Series Trust (ONEZ)

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