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

37 institutions reported holding $28.9M of ELEVATION SERIES TRUST (OCTZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: TrueMark Investments, LLC ($23.4M), Authentikos Wealth Advisory, LLC ($2.1M), OLD MISSION CAPITAL LLC ($1.7M), Elevated Capital Advisors, LLC ($298,762), Aptus Capital Advisors, LLC ($251,329). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	TrueMark Investments, LLC	$23.4M	512,745	Added
2	Authentikos Wealth Advisory, LLC	$2.1M	45,519	Trimmed
3	OLD MISSION CAPITAL LLC	$1.7M	37,588	Added
4	Elevated Capital Advisors, LLC	$298,762	6,538	Trimmed
5	Aptus Capital Advisors, LLC	$251,329	5,500	Hold
6	Retirement Planning Group, LLC	$228,517	5,001	Hold
7	Weaver Consulting Group	$211,711	4,633	New
8	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$205,267	4,492	New
9	Capital Investment Advisory Services, LLC	$160,872	3,520	Hold
10	AE Wealth Management LLC	$98,102	2,147	Trimmed
11	IFG Advisory, LLC	$75,763	1,658	New
12	OSAIC HOLDINGS, INC.	$60,095	1,315	Hold
13	Arax Advisory Partners	$27,418	600	Hold
14	COMPASS FINANCIAL MANAGEMENT LLC	$14,163	305	New
15	Mosley Wealth Management	$6,397	140	New
16	POM Investment Strategies, LLC	$3,427	75	Trimmed
17	TOUNJIAN ADVISORY PARTNERS, LLC	$3,357	73	New
18	Lloyd Advisory Services, LLC.	$2,161	47	Trimmed
19	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$960	21	New
20	UBS Group AG	$0	0	Exited
21	Csenge Advisory Group	$0	0	Exited
22	Outlook Wealth Advisors, LLC	$0	0	Exited
23	Great Lakes Retirement, Inc.	$0	0	Exited
24	FSA Advisors, Inc.	$0	0	Exited
25	FSR Wealth Management Ltd.	$0	0	Exited

来源：SEC 13F 申报文件 · 截至 2026-06-30