DOSSIER · 13F Holders · Q2 2026
MAYZ

ELEVATION SERIES TRUST

11 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 210322848·11 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$32M
visible holders
Holders
11
filers reporting
Concentration
88.58%
TrueMark Investments, LLC #1
top holder share
AI Holders Summary · Q2 2026

11 institutions reported MAYZ in Q2 2026. TrueMark Investments, LLC leads at 88.6% 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
$28M785K3.55%Q2 2026
02
Weaver Consulting Group
CIK 0001780055
$2M54K0.40%Q2 2026
03
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$723K20K0.00%Q2 2026
04
OLD MISSION CAPITAL LLC
CIK 0001455915
$700K19K0.01%Q2 2026
05
Capital Investment Advisory Services, LLC
CIK 0001659203
$212K6K0.01%Q2 2026
06
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$40K1K0.00%Q2 2026
07
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$8K2100.00%Q2 2026
08
COMPASS FINANCIAL MANAGEMENT LLC
CIK 0002148724
$7K1870.00%Q2 2026
09
AE Wealth Management LLC
CIK 0001697723
$2K520.00%Q2 2026
10
TOUNJIAN ADVISORY PARTNERS, LLC
CIK 0002039850
$361100.00%Q2 2026
11
Kingdom Financial Group LLC.
CIK 0001962236
$400.00%Q2 2026