Who Owns ELEVATION SERIES TRUST (AUGZ)? -- Institutional Holders (2026-06-30)

43 institutions reported holding $33.5M of ELEVATION SERIES TRUST (AUGZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: TrueMark Investments, LLC ($21.8M), Weaver Consulting Group ($4.8M), Capital Investment Advisory Services, LLC ($1.5M), COMMONWEALTH EQUITY SERVICES, LLC ($1.3M), OSAIC HOLDINGS, INC. ($920,241). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	TrueMark Investments, LLC	$21.8M	480,502	Added
2	Weaver Consulting Group	$4.8M	105,871	Hold
3	Capital Investment Advisory Services, LLC	$1.5M	32,281	Trimmed
4	COMMONWEALTH EQUITY SERVICES, LLC	$1.3M	28,000	Hold
5	OSAIC HOLDINGS, INC.	$920,241	20,282	Added
6	OLD MISSION CAPITAL LLC	$882,525	19,452	Added
7	HRT FINANCIAL LP	$512,000	11,307	New
8	Valtinson Bruner Financial Planning LLC	$491,441	10,832	Trimmed
9	ACTION POINT FINANCIAL PLANNING, LLC	$343,627	7,574	New
10	Stratos Wealth Partners, LTD.	$308,240	6,794	Hold
11	JANE STREET GROUP, LLC	$283,332	6,245	New
12	Aptus Capital Advisors, LLC	$97,635	2,152	Hold
13	Arax Advisory Partners	$75,631	1,667	Hold
14	AE Wealth Management LLC	$63,389	1,397	Trimmed
15	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	$50,451	1,112	Added
16	IFG Advisory, LLC	$39,380	868	New
17	COMPASS FINANCIAL MANAGEMENT LLC	$28,845	627	New
18	HARBOUR INVESTMENTS, INC.	$27,448	605	Trimmed
19	DHJJ Financial Advisors, Ltd.	$12,704	280	Hold
20	Mosley Wealth Management	$2,722	60	New
21	Lloyd Advisory Services, LLC.	$2,228	49	Trimmed
22	TOUNJIAN ADVISORY PARTNERS, LLC	$771	17	New
23	UBS Group AG	$45	1	Trimmed
24	Outlook Wealth Advisors, LLC	$0	0	Exited
25	Great Lakes Retirement, Inc.	$0	0	Exited

来源：SEC 13F 申报文件 · 截至 2026-06-30