7 institutions reported holding $16.9M of ELEVATION SERIES TRUST (QBUL) in SEC 13F filings for 2026-06-30. Largest institutional holders: TrueMark Investments, LLC ($15.4M), AE Wealth Management LLC ($801,651), Aegis Wealth Management, Inc. ($568,893), Key Capital Management, INC ($88,131), Elevated Capital Advisors, LLC ($19,003). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TrueMark Investments, LLC | $15.4M | 639,278 | Added |
| 2 | AE Wealth Management LLC | $801,651 | 33,202 | Trimmed |
| 3 | Aegis Wealth Management, Inc. | $568,893 | 23,561 | Added |
| 4 | Key Capital Management, INC | $88,131 | 3,650 | Trimmed |
| 5 | Elevated Capital Advisors, LLC | $19,003 | 787 | Hold |
| 6 | Mosley Wealth Management | $8,161 | 338 | Added |
| 7 | Networth Advisors, LLC | $4,419 | 183 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30