17 institutions reported holding $24.2M of ELEVATION SERIES TRUST (OCTZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: TrueMark Investments, LLC ($23.4M), Elevated Capital Advisors, LLC ($298,762), Weaver Consulting Group ($211,711), Capital Investment Advisory Services, LLC ($160,872), AE Wealth Management LLC ($98,102). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TrueMark Investments, LLC | $23.4M | 512,745 | Added |
| 2 | Elevated Capital Advisors, LLC | $298,762 | 6,538 | Trimmed |
| 3 | Weaver Consulting Group | $211,711 | 4,633 | New |
| 4 | Capital Investment Advisory Services, LLC | $160,872 | 3,520 | Hold |
| 5 | AE Wealth Management LLC | $98,102 | 2,147 | Trimmed |
| 6 | Mosley Wealth Management | $6,397 | 140 | New |
| 7 | POM Investment Strategies, LLC | $3,427 | 75 | Trimmed |
| 8 | Outlook Wealth Advisors, LLC | $0 | 0 | Exited |
| 9 | Great Lakes Retirement, Inc. | $0 | 0 | Exited |
| 10 | FSR Wealth Management Ltd. | $0 | 0 | Exited |
| 11 | FWG Investments, LLC. | $0 | 0 | Exited |
| 12 | B.O.S.S. Retirement Advisors, LLC | $0 | 0 | Exited |
| 13 | Decker Retirement Planning Inc. | $0 | 0 | Exited |
| 14 | LifeWealth Investments, LLC | $0 | 0 | Exited |
| 15 | Quest 10 Wealth Builders, Inc. | $0 | 0 | Exited |
| 16 | Networth Advisors, LLC | $0 | 0 | Exited |
| 17 | Key Capital Management, INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30