20 institutions reported holding $26.4M of ELEVATION SERIES TRUST (JANZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: TrueMark Investments, LLC ($24.3M), Elevated Capital Advisors, LLC ($705,113), Weaver Consulting Group ($665,525), AE Wealth Management LLC ($557,596), Capital Investment Advisory Services, LLC ($146,482). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TrueMark Investments, LLC | $24.3M | 592,652 | Added |
| 2 | Elevated Capital Advisors, LLC | $705,113 | 17,216 | Trimmed |
| 3 | Weaver Consulting Group | $665,525 | 16,250 | Hold |
| 4 | AE Wealth Management LLC | $557,596 | 13,614 | Trimmed |
| 5 | Capital Investment Advisory Services, LLC | $146,482 | 3,577 | Hold |
| 6 | Mosley Wealth Management | $19,168 | 468 | New |
| 7 | POM Investment Strategies, LLC | $3,563 | 87 | Trimmed |
| 8 | DHJJ Financial Advisors, Ltd. | $1,229 | 30 | Hold |
| 9 | ASSETMARK, INC | $410 | 10 | Hold |
| 10 | Outlook Wealth Advisors, LLC | $0 | 0 | Exited |
| 11 | Great Lakes Retirement, Inc. | $0 | 0 | Exited |
| 12 | FSR Wealth Management Ltd. | $0 | 0 | Exited |
| 13 | FWG Investments, LLC. | $0 | 0 | Exited |
| 14 | Centennial Advisors, LLC | $0 | 0 | Exited |
| 15 | B.O.S.S. Retirement Advisors, LLC | $0 | 0 | Exited |
| 16 | Decker Retirement Planning Inc. | $0 | 0 | Exited |
| 17 | LifeWealth Investments, LLC | $0 | 0 | Exited |
| 18 | Quest 10 Wealth Builders, Inc. | $0 | 0 | Exited |
| 19 | Networth Advisors, LLC | $0 | 0 | Exited |
| 20 | Key Capital Management, INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30