DECZ institutional holders
ELEVATION SERIES TRUST · 13F, 2026Q2
| Managers holding | 21 |
|---|---|
| Shares held | 669,975 |
| Reported value | $29.0m |
| Quarter flows | 6 new, 3 added, 8 trimmed, 18 exited |
Top 21 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| TrueMark Investments, LLC | 579,744 | $25.1m | 3.1% |
| Weaver Consulting Group | 23,471 | $1.0m | 0.2% |
| OLD MISSION CAPITAL LLC | 15,386 | $665,309 | 0.0% |
| Elevated Capital Advisors, LLC | 14,467 | $625,550 | 0.2% |
| AE Wealth Management LLC | 10,161 | $439,353 | 0.0% |
| Capital Investment Advisory Services, LLC | 6,657 | $287,842 | 0.0% |
| CreativeOne Wealth, LLC | 4,710 | $203,666 | 0.0% |
| HARBOUR INVESTMENTS, INC. | 3,863 | $167,041 | 0.0% |
| IFG Advisory, LLC | 3,843 | $166,178 | 0.0% |
| Aptus Capital Advisors, LLC | 3,413 | $147,582 | 0.0% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2,292 | $99,109 | 0.0% |
| Lloyd Advisory Services, LLC. | 478 | $20,657 | 0.0% |
| DHJJ Financial Advisors, Ltd. | 450 | $19,458 | 0.0% |
| Kingdom Financial Group LLC. | 272 | $11,752 | 0.0% |
| Mosley Wealth Management | 267 | $11,545 | 0.0% |
| COMPASS FINANCIAL MANAGEMENT LLC | 218 | $9,671 | 0.0% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 153 | $6,634 | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 46 | $1,989 | 0.0% |
| POM Investment Strategies, LLC | 39 | $1,686 | 0.0% |
| OSAIC HOLDINGS, INC. | 33 | $1,426 | 0.0% |
| Integrated Wealth Concepts LLC | 12 | $518 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("DECZ"). DECZ price history · All 13F data