21 institutions reported holding $29.9M of ELEVATION SERIES TRUST (AUGZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: TrueMark Investments, LLC ($21.8M), Weaver Consulting Group ($4.8M), Capital Investment Advisory Services, LLC ($1.5M), COMMONWEALTH EQUITY SERVICES, LLC ($1.3M), Valtinson Bruner Financial Planning LLC ($491,441). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TrueMark Investments, LLC | $21.8M | 480,502 | Added |
| 2 | Weaver Consulting Group | $4.8M | 105,871 | Hold |
| 3 | Capital Investment Advisory Services, LLC | $1.5M | 32,281 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 28,000 | Hold |
| 5 | Valtinson Bruner Financial Planning LLC | $491,441 | 10,832 | Trimmed |
| 6 | AE Wealth Management LLC | $63,389 | 1,397 | Trimmed |
| 7 | DHJJ Financial Advisors, Ltd. | $12,704 | 280 | Hold |
| 8 | Mosley Wealth Management | $2,722 | 60 | New |
| 9 | Quest 10 Wealth Builders, Inc. | $0 | 0 | Exited |
| 10 | Outlook Wealth Advisors, LLC | $0 | 0 | Exited |
| 11 | Great Lakes Retirement, Inc. | $0 | 0 | Exited |
| 12 | Elevated Capital Advisors, LLC | $0 | 0 | Exited |
| 13 | POM Investment Strategies, LLC | $0 | 0 | Exited |
| 14 | FSR Wealth Management Ltd. | $0 | 0 | Exited |
| 15 | FWG Investments, LLC. | $0 | 0 | Exited |
| 16 | Centennial Advisors, LLC | $0 | 0 | Exited |
| 17 | B.O.S.S. Retirement Advisors, LLC | $0 | 0 | Exited |
| 18 | Decker Retirement Planning Inc. | $0 | 0 | Exited |
| 19 | LifeWealth Investments, LLC | $0 | 0 | Exited |
| 20 | Networth Advisors, LLC | $0 | 0 | Exited |
| 21 | Key Capital Management, INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30