Elevation Series Trust (NOVZ) institutional ownership
ELEVATION SERIES TRUST · 13F, 2026Q2
| Managers holding | 18 |
|---|---|
| Shares held | 732,813 |
| Reported value | $34.5m |
| Quarter flows | 5 new, 2 added, 4 trimmed, 1 exited |
Top 18 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| TrueMark Investments, LLC | 584,693 | $27.5m | 3.4% |
| Valtinson Bruner Financial Planning LLC | 68,693 | $3.2m | 0.8% |
| WEDBUSH SECURITIES INC | 35,686 | $1.7m | 0.0% |
| OLD MISSION CAPITAL LLC | 17,433 | $820,144 | 0.0% |
| OSAIC HOLDINGS, INC. | 11,969 | $563,186 | 0.0% |
| LaSalle St. Investment Advisors, LLC | 5,133 | $241,485 | 0.0% |
| LPL Financial LLC | 4,632 | $217,915 | 0.0% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3,159 | $148,617 | 0.0% |
| AE Wealth Management LLC | 582 | $27,376 | 0.0% |
| Arax Advisory Partners | 269 | $12,655 | 0.0% |
| Elevated Capital Advisors, LLC | 240 | $11,291 | 0.0% |
| Capital Investment Advisory Services, LLC | 181 | $8,525 | 0.0% |
| DHJJ Financial Advisors, Ltd. | 72 | $3,388 | 0.0% |
| IFG Advisory, LLC | 24 | $1,129 | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20 | $941 | 0.0% |
| COMPASS FINANCIAL MANAGEMENT LLC | 11 | $530 | 0.0% |
| Lloyd Advisory Services, LLC. | 8 | $383 | 0.0% |
| ASSETMARK, INC | 8 | $376 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("NOVZ"). NOVZ price history · All 13F data