Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Elevation Series Trust (ONEZ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
1Q ▲
Buyers last Q
67%

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: 19 → 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

19 → 5 → 7 → 9 new funds/Q
New funds entering each quarter: 19 → 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
1 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.
5.2
out of 10
Moderate Exit Risk
Exit risk score 5.2/10 — 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.

Institutional Sentiment Summary — ONEZ

In 2026 Q1, 20 hedge funds were net buyers of ONEZ (9 opened a new position, 11 added to an existing one), while 10 reduced or exited (10 trimmed their position) — a 67% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 34.

Hedge Fund Ownership: ONEZ

How many hedge funds hold ONEZ — quarterly history vs. share price
Quarterly hedge fund ownership of ONEZ vs. share price

Market Analysis: ONEZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ONEZ

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 5 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: ONEZ
38 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 38 34 11.76%
13F Shares 9M 4M 151.2%
Total Value $262M $95M 176.38%
New Positions 11 9 +2
Increased Positions 26 11 +15
Closed Positions 7 0 +7
Reduced Positions 1 10 -9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ONEZ

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

38 + 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:
Top 25 ONEZ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wellment Financial 10.51% 334,374 $9.2M
2 Lloyd Advisory Services, LLC. 7.42% 694,179 $19.2M
3 POM Investment Strategies, LLC 6.74% 215,521 $5.9M
4 Integrated Wealth Management 4.60% 157,722 $4.4M
5 FWG Investments, LLC. 2.73% 187,004 $5.2M
6 Centennial Advisors, LLC 2.56% 77,868 $2.1M
7 Howard Bailey Securities, LLC 2.03% 196,388 $5.4M
8 B.O.S.S. Retirement Advisors, LLC 1.46% 196,263 $5.4M
9 FSA Advisors, Inc. 1.46% 115,085 $3.2M
10 Richmond Brothers, Inc. 1.41% 98,061 $2.7M
11 Mid-American Wealth Advisory Group, Inc. 1.25% 125,415 $3.5M
12 Networth Advisors, LLC 1.22% 76,330 $2.1M
13 Quest 10 Wealth Builders, Inc. 1.21% 56,277 $1.6M
14 Tounjian Advisory Partners, LLC 1.18% 100,246 $2.8M
15 SMART Wealth LLC 1.16% 195,065 $5.4M
16 Elevated Capital Advisors, LLC 1.09% 143,052 $3.9M
17 AE Wealth Management LLC 0.75% 5,797,424 $160.0M
18 Outlook Wealth Advisors, LLC 0.68% 115,043 $3.2M
19 Aegis Wealth Management, Inc. 0.59% 32,997 $910K
20 Mosley Wealth Management 0.58% 65,768 $1.8M
21 LifeWealth Investments, LLC 0.57% 77,154 $2.1M
22 Montgomery Financial Services LLC 0.54% 22,698 $626K
23 Blackston Financial Advisory Group, LLC 0.41% 26,225 $724K
24 Authentikos Wealth Advisory, LLC 0.38% 21,384 $590K
25 Kingdom Financial Group LLC. 0.25% 35,845 $989K
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: 1 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.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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