19 institutions reported holding $27.5M of ELEVATION SERIES TRUST (DECZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: TrueMark Investments, LLC ($25.1M), Weaver Consulting Group ($1.0M), Elevated Capital Advisors, LLC ($625,550), AE Wealth Management LLC ($439,353), Capital Investment Advisory Services, LLC ($287,842). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TrueMark Investments, LLC | $25.1M | 579,744 | Added |
| 2 | Weaver Consulting Group | $1.0M | 23,471 | Hold |
| 3 | Elevated Capital Advisors, LLC | $625,550 | 14,467 | Trimmed |
| 4 | AE Wealth Management LLC | $439,353 | 10,161 | Trimmed |
| 5 | Capital Investment Advisory Services, LLC | $287,842 | 6,657 | Hold |
| 6 | DHJJ Financial Advisors, Ltd. | $19,458 | 450 | Trimmed |
| 7 | Mosley Wealth Management | $11,545 | 267 | Added |
| 8 | POM Investment Strategies, LLC | $1,686 | 39 | Trimmed |
| 9 | Outlook Wealth Advisors, LLC | $0 | 0 | Exited |
| 10 | Great Lakes Retirement, Inc. | $0 | 0 | Exited |
| 11 | FSR Wealth Management Ltd. | $0 | 0 | Exited |
| 12 | FWG Investments, LLC. | $0 | 0 | Exited |
| 13 | Centennial Advisors, LLC | $0 | 0 | Exited |
| 14 | B.O.S.S. Retirement Advisors, LLC | $0 | 0 | Exited |
| 15 | Decker Retirement Planning Inc. | $0 | 0 | Exited |
| 16 | LifeWealth Investments, LLC | $0 | 0 | Exited |
| 17 | Quest 10 Wealth Builders, Inc. | $0 | 0 | Exited |
| 18 | Networth Advisors, LLC | $0 | 0 | Exited |
| 19 | Key Capital Management, INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30