Elevation Series Trust (OCTZ) institutional ownership
ELEVATION SERIES TRUST · 13F, 2026Q2
| Managers holding | 20 |
|---|---|
| Shares held | 632,807 |
| Reported value | $28.9m |
| Quarter flows | 8 new, 2 added, 5 trimmed, 18 exited |
Top 20 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| TrueMark Investments, LLC | 512,745 | $23.4m | 2.9% |
| Authentikos Wealth Advisory, LLC | 45,519 | $2.1m | 1.3% |
| OLD MISSION CAPITAL LLC | 37,588 | $1.7m | 0.0% |
| Elevated Capital Advisors, LLC | 6,538 | $298,762 | 0.1% |
| Aptus Capital Advisors, LLC | 5,500 | $251,329 | 0.0% |
| Retirement Planning Group, LLC | 5,001 | $228,517 | 0.0% |
| Weaver Consulting Group | 4,633 | $211,711 | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,492 | $205,267 | 0.0% |
| Capital Investment Advisory Services, LLC | 3,520 | $160,872 | 0.0% |
| AE Wealth Management LLC | 2,147 | $98,102 | 0.0% |
| IFG Advisory, LLC | 1,658 | $75,763 | 0.0% |
| OSAIC HOLDINGS, INC. | 1,315 | $60,095 | 0.0% |
| Integrated Wealth Concepts LLC | 890 | $40,670 | 0.0% |
| Arax Advisory Partners | 600 | $27,418 | 0.0% |
| COMPASS FINANCIAL MANAGEMENT LLC | 305 | $14,163 | 0.0% |
| Mosley Wealth Management | 140 | $6,397 | 0.0% |
| POM Investment Strategies, LLC | 75 | $3,427 | 0.0% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 73 | $3,357 | 0.0% |
| Lloyd Advisory Services, LLC. | 47 | $2,161 | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21 | $960 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("OCTZ"). OCTZ price history · All 13F data