3 institutions reported holding $25.8M of ELEVATION SERIES TRUST (JUNZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: TrueMark Investments, LLC ($25.1M), Weaver Consulting Group ($610,700), AE Wealth Management LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TrueMark Investments, LLC | $25.1M | 713,243 | Added |
| 2 | Weaver Consulting Group | $610,700 | 17,320 | Hold |
| 3 | AE Wealth Management LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30