10 institutions reported holding $32.0M of ELEVATION SERIES TRUST (MAYZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: TrueMark Investments, LLC ($28.4M), Weaver Consulting Group ($2.0M), COMMONWEALTH EQUITY SERVICES, LLC ($722,580), OLD MISSION CAPITAL LLC ($699,706), Capital Investment Advisory Services, LLC ($211,769). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TrueMark Investments, LLC | $28.4M | 785,052 | Added |
| 2 | Weaver Consulting Group | $2.0M | 54,379 | Hold |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $722,580 | 20,000 | Hold |
| 4 | OLD MISSION CAPITAL LLC | $699,706 | 19,367 | Added |
| 5 | Capital Investment Advisory Services, LLC | $211,769 | 5,862 | Hold |
| 6 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $39,561 | 1,095 | Added |
| 7 | DHJJ Financial Advisors, Ltd. | $7,588 | 210 | Hold |
| 8 | COMPASS FINANCIAL MANAGEMENT LLC | $6,921 | 187 | New |
| 9 | AE Wealth Management LLC | $1,891 | 52 | Trimmed |
| 10 | TOUNJIAN ADVISORY PARTNERS, LLC | $361 | 10 | New |
Source: SEC Form 13F filings · as of 2026-06-30