ELEVATION SERIES TRUST

$PAYM
13F holders
19
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 10 of 19 · Source: 13F-HR
01
Core Wealth Partners LLC
02
JPMorgan
03
Diversified Enterprises, LLC
04
XML Financial, LLC
05
Capital Square, LLC
06
Sterling Investment Counsel, LLC
07
Banyan Capital Management, Inc.
08
Guardian Wealth Advisors, LLC / Nc
09
AJ Advisors, LLC
10
United Advisor Group, LLC

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 19 13F holders · Pro →

Smart Money · top-200 alpha cohort

No exposure this quarter

No top-200 alpha managers currently hold $PAYM. The institutional holders table below shows the broader 13F picture.

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $PAYM in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $PAYM in the recent window.

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $PAYM lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $PAYM — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 12:22 UTC.