16 institutions reported holding $30.7M of ELEVATION SERIES TRUST (APRZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: TrueMark Investments, LLC ($25.9M), Weaver Consulting Group ($4.0M), BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ($258,791), OLD MISSION CAPITAL LLC ($242,344), HARBOUR INVESTMENTS, INC. ($62,432). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TrueMark Investments, LLC | $25.9M | 648,781 | Added |
| 2 | Weaver Consulting Group | $4.0M | 101,235 | Trimmed |
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $258,791 | 6,483 | Trimmed |
| 4 | OLD MISSION CAPITAL LLC | $242,344 | 6,071 | Trimmed |
| 5 | HARBOUR INVESTMENTS, INC. | $62,432 | 1,564 | Trimmed |
| 6 | OSAIC HOLDINGS, INC. | $49,900 | 1,250 | Hold |
| 7 | Arax Advisory Partners | $47,663 | 1,194 | Hold |
| 8 | AE Wealth Management LLC | $17,674 | 443 | Trimmed |
| 9 | DHJJ Financial Advisors, Ltd. | $16,367 | 410 | Hold |
| 10 | Elevated Capital Advisors, LLC | $11,217 | 281 | Hold |
| 11 | Aptus Capital Advisors, LLC | $8,263 | 207 | Hold |
| 12 | Capital Investment Advisory Services, LLC | $3,712 | 93 | Hold |
| 13 | COMPASS FINANCIAL MANAGEMENT LLC | $2,618 | 64 | New |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $958 | 24 | New |
| 15 | Lloyd Advisory Services, LLC. | $275 | 7 | New |
| 16 | IFG Advisory, LLC | $80 | 2 | New |
Source: SEC Form 13F filings · as of 2026-06-30