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

41 institutions reported holding $100.3M of ELEVATION SERIES TRUST (SEPZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: AE Wealth Management LLC ($43.1M), TrueMark Investments, LLC ($22.6M), Lloyd Advisory Services, LLC. ($7.4M), Weaver Consulting Group ($3.1M), Valtinson Bruner Financial Planning LLC ($2.3M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	AE Wealth Management LLC	$43.1M	947,953	Trimmed
2	TrueMark Investments, LLC	$22.6M	497,728	Added
3	Lloyd Advisory Services, LLC.	$7.4M	162,192	Added
4	Weaver Consulting Group	$3.1M	68,984	Trimmed
5	Valtinson Bruner Financial Planning LLC	$2.3M	50,875	Trimmed
6	Elevated Capital Advisors, LLC	$2.2M	49,069	Trimmed
7	B.O.S.S. Retirement Advisors, LLC	$2.1M	45,145	Trimmed
8	HOWARD BAILEY SECURITIES, LLC	$1.9M	42,384	Trimmed
9	FWG Investments, LLC.	$1.7M	37,751	Added
10	FSR Wealth Management Ltd.	$1.6M	35,513	Trimmed
11	SMART Wealth LLC	$1.5M	34,096	Trimmed
12	ENVESTNET ASSET MANAGEMENT INC	$998,573	21,975	New
13	Great Lakes Retirement, Inc.	$944,744	20,790	Trimmed
14	Richmond Brothers, Inc.	$898,048	19,763	New
15	Integrated Wealth Management	$892,438	19,639	Trimmed
16	Centennial Advisors, LLC	$815,105	17,938	Trimmed
17	TOUNJIAN ADVISORY PARTNERS, LLC	$764,135	16,816	New
18	LifeWealth Investments, LLC	$731,051	16,088	Trimmed
19	OSAIC HOLDINGS, INC.	$630,611	13,874	Added
20	FSA Advisors, Inc.	$562,474	12,378	Trimmed
21	IFG Advisory, LLC	$501,812	11,043	New
22	Quest 10 Wealth Builders, Inc.	$476,634	10,489	Trimmed
23	OLD MISSION CAPITAL LLC	$401,928	8,845	Added
24	Kingdom Financial Group LLC.	$390,878	8,602	Trimmed
25	Capital Investment Advisory Services, LLC	$356,329	7,842	Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30