13FBOX
ELEVATION SERIES TRUST TRUE ST MARC ETF · 13F Institutional Holdings
Options Calculator Rankings
E

ELEVATION SERIES TRUST TRUE ST MARC ETF

MARZ
Institutions
14
Combined AUM (Q2 2026)
$33.5M
Combined Shares (Q2 2026)
914,103
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+475,347
5 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-23,502
8 · 3 Exit · ≈
⚖️ Net
+451,845
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$33.5M
Institutions
14
New Buys
4
Adds
1
Reduces
5
Exits
3
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
TrueMark Investments, LLC
3.64%2.04%#1$29.1M793,030$10.5M317,726+475,304+149.60%Add
Weaver Consulting Group
0.4%0.42%#3$1.9M52,672$1.7M52,971-299-0.56%Reduce
Mid-American Wealth Advisory Group, Inc.
0.68%0.88%#2$1.9M51,119$2.1M60,684-9,565-15.76%Reduce
OLD MISSION CAPITAL LLC
0.01%0.01%#4$460,48612,561$443,70413,466-905-6.72%Reduce
Capital Investment Advisory Services, LLC
<0.01%<0.01%#7$52,2861,426$46,9941,42600.00%Unchanged
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#9$39,8131,086$48,8981,484-398-26.82%Reduce
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
<0.01%<0.01%#5$30,721838$27,61283800.00%Unchanged
AE Wealth Management LLC
<0.01%<0.01%#10$25,735702$24,731751-49-6.52%Reduce
DHJJ Financial Advisors, Ltd.
<0.01%<0.01%#6$11,732320$10,54432000.00%Unchanged
Elevated Capital Advisors, LLC
<0.01%<0.01%#8$11,218306$10,08330600.00%Unchanged
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#14$95326$00+26New Buy
COMPASS FINANCIAL MANAGEMENT LLC
<0.01%#11$52714$00+14New Buy
TOUNJIAN ADVISORY PARTNERS, LLC
<0.01%#12$582$00+2New Buy
Lloyd Advisory Services, LLC.
<0.01%#13$521$00+1New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow