NOVZ — Elevation Series Trust 机构持仓 · 2026年Q2
谁持有 Elevation Series Trust（NOVZ）？2026年Q2（报告期截至 2026-06-30）共有 19 家机构在 SEC 13F 申报中报告持有，合计 3,447.58 万美元。前几大持有机构：TrueMark Investments, LLC（2,750.00 万美元）、Valtinson Bruner Financial Planning LLC（320.00 万美元）、Wedbush Securities Inc（170.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | TrueMark Investments, LLC | $27.5M | 584,693 | 增持 |
| 2 | Valtinson Bruner Financial Planning LLC | $3.2M | 68,693 | 增持 |
| 3 | WEDBUSH SECURITIES INC | $1.7M | 35,686 | 减持 |
| 4 | OLD MISSION CAPITAL LLC | $820,144 | 17,433 | 减持 |
| 5 | OSAIC HOLDINGS, INC. | $563,186 | 11,969 | 减持 |
| 6 | LaSalle St. Investment Advisors, LLC | $241,485 | 5,133 | 持平 |
| 7 | LPL Financial LLC | $217,915 | 4,632 | 新建仓 |
| 8 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $148,617 | 3,159 | 持平 |
| 9 | AE Wealth Management LLC | $27,376 | 582 | 减持 |
| 10 | Arax Advisory Partners | $12,655 | 269 | 持平 |
| 11 | Elevated Capital Advisors, LLC | $11,291 | 240 | 持平 |
| 12 | Capital Investment Advisory Services, LLC | $8,525 | 181 | 持平 |
| 13 | DHJJ Financial Advisors, Ltd. | $3,388 | 72 | 持平 |
| 14 | IFG Advisory, LLC | $1,129 | 24 | 新建仓 |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $941 | 20 | 新建仓 |
| 16 | COMPASS FINANCIAL MANAGEMENT LLC | $530 | 11 | 新建仓 |
| 17 | Lloyd Advisory Services, LLC. | $383 | 8 | 新建仓 |
| 18 | ASSETMARK, INC | $376 | 8 | 持平 |
| 19 | UBS Group AG | $0 | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30