8 institutions reported holding $25.6M of ELEVATION SERIES TRUST (JULZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: TrueMark Investments, LLC ($21.0M), Valtinson Bruner Financial Planning LLC ($2.6M), Mid-American Wealth Advisory Group, Inc. ($1.1M), Weaver Consulting Group ($654,965), Capital Investment Advisory Services, LLC ($301,529). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TrueMark Investments, LLC | $21.0M | 462,156 | Added |
| 2 | Valtinson Bruner Financial Planning LLC | $2.6M | 56,760 | Trimmed |
| 3 | Mid-American Wealth Advisory Group, Inc. | $1.1M | 23,191 | Added |
| 4 | Weaver Consulting Group | $654,965 | 14,441 | Hold |
| 5 | Capital Investment Advisory Services, LLC | $301,529 | 6,648 | Trimmed |
| 6 | AE Wealth Management LLC | $33,039 | 729 | Trimmed |
| 7 | Elevated Capital Advisors, LLC | $10,522 | 232 | Hold |
| 8 | DHJJ Financial Advisors, Ltd. | $227 | 5 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30