13F Insight
DOSSIER · 13F Holders · Q2 2026
DECZ

ELEVATION SERIES TRUST

26 institutions still hold ELEVATION SERIES TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 210322764·26 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$50M
visible holders
Holders
26
filers reporting
Concentration
50.50%
TrueMark Investments, LLC #1
top holder share
AI Holders Summary · Q2 2026

26 institutions reported DECZ in Q2 2026. TrueMark Investments, LLC leads at 50.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
TrueMark Investments, LLC
CIK 0001974457
$25M580K3.14%Q2 202602
AE Wealth Management LLC
CIK 0001697723
$17M436K0.09%Q1 202603
Elevated Capital Advisors, LLC
CIK 0001802387
$1M28K0.27%Q1 202604
Weaver Consulting Group
CIK 0001780055
$911K23K0.22%Q1 202605
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$857K22K0.35%Q1 202606
SMART Wealth LLC
CIK 0002044723
$578K15K0.17%Q1 202607
POM Investment Strategies, LLC
CIK 0001906322
$572K15K0.71%Q1 202608
Integrated Wealth Management
CIK 0002113155
$529K14K0.61%Q1 202609
Great Lakes Retirement, Inc.
CIK 0001801667
$469K12K0.05%Q1 202610
OLD MISSION CAPITAL LLC
CIK 0001455915
$375K10K0.01%Q1 202611
Centennial Advisors, LLC
CIK 0001951376
$340K9K0.43%Q1 202612
Outlook Wealth Advisors, LLC
CIK 0001767151
$331K9K0.08%Q1 202613
FWG Investments, LLC.
CIK 0001944877
$294K8K0.19%Q1 202614
Capital Investment Advisory Services, LLC
CIK 0001659203
$288K7K0.02%Q2 202615
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$232K6K0.00%Q1 202616
Csenge Advisory Group
CIK 0001715593
$204K5K0.01%Q1 202617
Lloyd Advisory Services, LLC.
CIK 0001802474
$180K5K0.05%Q1 202618
Kingdom Financial Group LLC.
CIK 0001962236
$180K5K0.05%Q1 202619
Aptus Capital Advisors, LLC
CIK 0001664193
$133K3K0.00%Q1 202620
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$89K2K0.01%Q1 2026
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