Who Owns ELEVATION SERIES TRUST (DECZ)? -- Institutional Holders (2026-06-30)
39 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 | Integrated Wealth Concepts LLC | $518 | 12 | New |
| 22 | FSA Advisors, Inc. | $0 | 0 | Exited |
| 23 | FSR Wealth Management Ltd. | $0 | 0 | Exited |
| 24 | Centennial Advisors, LLC | $0 | 0 | Exited |
| 25 | Great Lakes Retirement, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30