Elevation Series Trust (MARZ) institutional ownership
ELEVATION SERIES TRUST · 13F, 2026Q2
| Managers holding | 15 |
|---|---|
| Shares held | 914,106 |
| Reported value | $33.5m |
| Quarter flows | 5 new, 1 added, 5 trimmed, 3 exited |
Top 15 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| TrueMark Investments, LLC | 793,030 | $29.1m | 3.6% |
| Weaver Consulting Group | 52,672 | $1.9m | 0.4% |
| Mid-American Wealth Advisory Group, Inc. | 51,119 | $1.9m | 0.7% |
| OLD MISSION CAPITAL LLC | 12,561 | $460,486 | 0.0% |
| Capital Investment Advisory Services, LLC | 1,426 | $52,286 | 0.0% |
| HARBOUR INVESTMENTS, INC. | 1,086 | $39,813 | 0.0% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 838 | $30,721 | 0.0% |
| AE Wealth Management LLC | 702 | $25,735 | 0.0% |
| DHJJ Financial Advisors, Ltd. | 320 | $11,732 | 0.0% |
| Elevated Capital Advisors, LLC | 306 | $11,218 | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 26 | $953 | 0.0% |
| COMPASS FINANCIAL MANAGEMENT LLC | 14 | $527 | 0.0% |
| IFG Advisory, LLC | 3 | $110 | 0.0% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 2 | $58 | 0.0% |
| Lloyd Advisory Services, LLC. | 1 | $52 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("MARZ"). MARZ price history · All 13F data