6 institutions reported holding $30.0M of ELEVATION SERIES TRUST (APRZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: TrueMark Investments, LLC ($25.9M), Weaver Consulting Group ($4.0M), AE Wealth Management LLC ($17,674), DHJJ Financial Advisors, Ltd. ($16,367), Elevated Capital Advisors, LLC ($11,217). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TrueMark Investments, LLC | $25.9M | 648,781 | Added |
| 2 | Weaver Consulting Group | $4.0M | 101,235 | Trimmed |
| 3 | AE Wealth Management LLC | $17,674 | 443 | Trimmed |
| 4 | DHJJ Financial Advisors, Ltd. | $16,367 | 410 | Hold |
| 5 | Elevated Capital Advisors, LLC | $11,217 | 281 | Hold |
| 6 | Capital Investment Advisory Services, LLC | $3,712 | 93 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30