6 institutions reported holding $31.3M of ELEVATION SERIES TRUST (MAYZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: TrueMark Investments, LLC ($28.4M), Weaver Consulting Group ($2.0M), COMMONWEALTH EQUITY SERVICES, LLC ($722,580), Capital Investment Advisory Services, LLC ($211,769), DHJJ Financial Advisors, Ltd. ($7,588). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TrueMark Investments, LLC | $28.4M | 785,052 | Added |
| 2 | Weaver Consulting Group | $2.0M | 54,379 | Hold |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $722,580 | 20,000 | Hold |
| 4 | Capital Investment Advisory Services, LLC | $211,769 | 5,862 | Hold |
| 5 | DHJJ Financial Advisors, Ltd. | $7,588 | 210 | Hold |
| 6 | AE Wealth Management LLC | $1,891 | 52 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30