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

38 institutions reported holding $29.0M of ELEVATION SERIES TRUST (DECZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: TrueMark Investments, LLC ($25.1M), Weaver Consulting Group ($1.0M), OLD MISSION CAPITAL LLC ($665,309), Elevated Capital Advisors, LLC ($625,550), AE Wealth Management LLC ($439,353). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	TrueMark Investments, LLC	$25.1M	579,744	Added
2	Weaver Consulting Group	$1.0M	23,471	Hold
3	OLD MISSION CAPITAL LLC	$665,309	15,386	Added
4	Elevated Capital Advisors, LLC	$625,550	14,467	Trimmed
5	AE Wealth Management LLC	$439,353	10,161	Trimmed
6	Capital Investment Advisory Services, LLC	$287,842	6,657	Hold
7	CreativeOne Wealth, LLC	$203,666	4,710	New
8	HARBOUR INVESTMENTS, INC.	$167,041	3,863	Trimmed
9	IFG Advisory, LLC	$166,178	3,843	New
10	Aptus Capital Advisors, LLC	$147,582	3,413	Hold
11	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	$99,109	2,292	Hold
12	Lloyd Advisory Services, LLC.	$20,657	478	Trimmed
13	DHJJ Financial Advisors, Ltd.	$19,458	450	Trimmed
14	Kingdom Financial Group LLC.	$11,752	272	Trimmed
15	Mosley Wealth Management	$11,545	267	Added
16	COMPASS FINANCIAL MANAGEMENT LLC	$9,671	218	New
17	TOUNJIAN ADVISORY PARTNERS, LLC	$6,634	153	New
18	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1,989	46	New
19	POM Investment Strategies, LLC	$1,686	39	Trimmed
20	OSAIC HOLDINGS, INC.	$1,426	33	Trimmed
21	UBS Group AG	$0	0	Exited
22	Csenge Advisory Group	$0	0	Exited
23	Outlook Wealth Advisors, LLC	$0	0	Exited
24	Great Lakes Retirement, Inc.	$0	0	Exited
25	FSA Advisors, Inc.	$0	0	Exited

来源：SEC 13F 申报文件 · 截至 2026-06-30