18 institutions reported holding $33.5M of ELEVATION SERIES TRUST (MARZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: TrueMark Investments, LLC ($29.1M), Weaver Consulting Group ($1.9M), Mid-American Wealth Advisory Group, Inc. ($1.9M), OLD MISSION CAPITAL LLC ($460,486), Capital Investment Advisory Services, LLC ($52,286). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TrueMark Investments, LLC | $29.1M | 793,030 | Added |
| 2 | Weaver Consulting Group | $1.9M | 52,672 | Trimmed |
| 3 | Mid-American Wealth Advisory Group, Inc. | $1.9M | 51,119 | Trimmed |
| 4 | OLD MISSION CAPITAL LLC | $460,486 | 12,561 | Trimmed |
| 5 | Capital Investment Advisory Services, LLC | $52,286 | 1,426 | Hold |
| 6 | HARBOUR INVESTMENTS, INC. | $39,813 | 1,086 | Trimmed |
| 7 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $30,721 | 838 | Hold |
| 8 | AE Wealth Management LLC | $25,735 | 702 | Trimmed |
| 9 | DHJJ Financial Advisors, Ltd. | $11,732 | 320 | Hold |
| 10 | Elevated Capital Advisors, LLC | $11,218 | 306 | Hold |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $953 | 26 | New |
| 12 | COMPASS FINANCIAL MANAGEMENT LLC | $527 | 14 | New |
| 13 | IFG Advisory, LLC | $110 | 3 | New |
| 14 | TOUNJIAN ADVISORY PARTNERS, LLC | $58 | 2 | New |
| 15 | Lloyd Advisory Services, LLC. | $52 | 1 | New |
| 16 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 17 | OSAIC HOLDINGS, INC. | $0 | 0 | Exited |
| 18 | WELLS FARGO & COMPANY/MN | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30