7 institutions reported holding $33.0M of ELEVATION SERIES TRUST (MARZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: TrueMark Investments, LLC ($29.1M), Weaver Consulting Group ($1.9M), Mid-American Wealth Advisory Group, Inc. ($1.9M), Capital Investment Advisory Services, LLC ($52,286), AE Wealth Management LLC ($25,735). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TrueMark Investments, LLC | $29.1M | 793,030 | Added |
| 2 | Weaver Consulting Group | $1.9M | 52,672 | Trimmed |
| 3 | Mid-American Wealth Advisory Group, Inc. | $1.9M | 51,119 | Trimmed |
| 4 | Capital Investment Advisory Services, LLC | $52,286 | 1,426 | Hold |
| 5 | AE Wealth Management LLC | $25,735 | 702 | Trimmed |
| 6 | DHJJ Financial Advisors, Ltd. | $11,732 | 320 | Hold |
| 7 | Elevated Capital Advisors, LLC | $11,218 | 306 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30