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

ELEVATION SERIES TRUST

19 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 210322822·19 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$27M
visible holders
Holders
19
filers reporting
Concentration
77.00%
TrueMark Investments, LLC #1
top holder share
AI Holders Summary · Q2 2026

19 institutions reported JULZ in Q2 2026. TrueMark Investments, LLC leads at 77.0% 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
$21M462K2.63%Q2 202602
Valtinson Bruner Financial Planning LLC
CIK 0001761450
$3M57K0.65%Q2 202603
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$1M23K0.38%Q2 202604
ACTION POINT FINANCIAL PLANNING, LLC
CIK 0002116119
$824K18K0.08%Q2 202605
Weaver Consulting Group
CIK 0001780055
$655K14K0.13%Q2 202606
OLD MISSION CAPITAL LLC
CIK 0001455915
$368K8K0.01%Q2 202607
Capital Investment Advisory Services, LLC
CIK 0001659203
$302K7K0.02%Q2 202608
WOLVERINE TRADING, LLC
CIK 0000927337
$216K5K0.00%Q3 202509
OSAIC HOLDINGS, INC.
CIK 0001677044
$109K2K0.00%Q2 202610
Arax Advisory Partners
CIK 0001586767
$73K2K0.00%Q2 202611
AE Wealth Management LLC
CIK 0001697723
$33K7290.00%Q2 202612
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$23K5010.00%Q2 202613
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$18K3910.00%Q2 202614
Elevated Capital Advisors, LLC
CIK 0001802387
$11K2320.00%Q2 202615
COMPASS FINANCIAL MANAGEMENT LLC
CIK 0002148724
$2K510.00%Q2 202616
IFG Advisory, LLC
CIK 0001728319
$1K260.00%Q2 202617
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$952210.00%Q2 202618
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$22750.00%Q2 202619
Lloyd Advisory Services, LLC.
CIK 0001802474
$12530.00%Q2 2026