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

38 institutions reported holding $37.0M of ELEVATION SERIES TRUST (JANZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: TrueMark Investments, LLC ($24.3M), Authentikos Wealth Advisory, LLC ($8.8M), OLD MISSION CAPITAL LLC ($1.1M), Elevated Capital Advisors, LLC ($705,113), Weaver Consulting Group ($665,525). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	TrueMark Investments, LLC	$24.3M	592,652	Added
2	Authentikos Wealth Advisory, LLC	$8.8M	214,395	Trimmed
3	OLD MISSION CAPITAL LLC	$1.1M	26,777	Added
4	Elevated Capital Advisors, LLC	$705,113	17,216	Trimmed
5	Weaver Consulting Group	$665,525	16,250	Hold
6	AE Wealth Management LLC	$557,596	13,614	Trimmed
7	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$440,733	10,761	New
8	IFG Advisory, LLC	$182,092	4,446	New
9	Capital Investment Advisory Services, LLC	$146,482	3,577	Hold
10	Aptus Capital Advisors, LLC	$35,059	856	Hold
11	Lloyd Advisory Services, LLC.	$20,866	509	Trimmed
12	Mosley Wealth Management	$19,168	468	New
13	HARBOUR INVESTMENTS, INC.	$12,000	293	Trimmed
14	Kingdom Financial Group LLC.	$11,514	281	Trimmed
15	UBS Group AG	$10,362	253	Added
16	COMPASS FINANCIAL MANAGEMENT LLC	$9,702	231	New
17	TOUNJIAN ADVISORY PARTNERS, LLC	$6,753	165	New
18	POM Investment Strategies, LLC	$3,563	87	Trimmed
19	OSAIC HOLDINGS, INC.	$1,433	35	Hold
20	DHJJ Financial Advisors, Ltd.	$1,229	30	Hold
21	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$983	24	New
22	ASSETMARK, INC	$410	10	Hold
23	Csenge Advisory Group	$0	0	Exited
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