Who Owns ELEVATION SERIES TRUST (JANZ)? -- Institutional Holders (2026-06-30)
39 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 | Integrated Wealth Concepts LLC | $410 | 10 | New |
| 23 | ASSETMARK, INC | $410 | 10 | Hold |
| 24 | B.O.S.S. Retirement Advisors, LLC | $0 | 0 | Exited |
| 25 | FSA Advisors, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30