13FBOX
ELEVATION SERIES TRUST TRUESHARES NOV · 13F Institutional Holdings
Options Calculator Rankings
E

ELEVATION SERIES TRUST TRUESHARES NOV

NOVZ
Institutions
17
Combined AUM (Q2 2026)
$34.5M
Combined Shares (Q2 2026)
732,789
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+370,899
6 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-15,145
5 · 1 Exit · ≈
⚖️ Net
+355,754
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$34.5M
Institutions
17
New Buys
4
Adds
2
Reduces
4
Exits
1
Unchanged
7
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
TrueMark Investments, LLC
3.45%1.81%#1$27.5M584,693$9.3M219,556+365,137+166.31%Add
Valtinson Bruner Financial Planning LLC
0.81%0.79%#2$3.2M68,693$2.9M67,602+1,091+1.61%Add
WEDBUSH SECURITIES INC
0.04%0.05%#3$1.7M35,686$1.8M43,183-7,497-17.36%Reduce
OLD MISSION CAPITAL LLC
0.01%0.02%#6$820,14417,433$1.0M24,596-7,163-29.12%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#9$563,18611,969$508,31911,987-18-0.15%Reduce
LaSalle St. Investment Advisors, LLC
0.03%0.03%#4$241,4855,133$217,6345,13300.00%Unchanged
LPL Financial LLC
<0.01%#15$217,9154,632$00+4,632New Buy
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.02%0.02%#5$148,6173,159$133,9393,15900.00%Unchanged
AE Wealth Management LLC
<0.01%<0.01%#12$27,376582$33,085780-198-25.38%Reduce
Arax Advisory Partners
<0.01%<0.01%#13$12,655269$11,40526900.00%Unchanged
Elevated Capital Advisors, LLC
<0.01%<0.01%#7$11,291240$10,17624000.00%Unchanged
Capital Investment Advisory Services, LLC
<0.01%<0.01%#10$8,525181$7,68318100.00%Unchanged
DHJJ Financial Advisors, Ltd.
<0.01%<0.01%#8$3,38872$3,0537200.00%Unchanged
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#17$94120$00+20New Buy
COMPASS FINANCIAL MANAGEMENT LLC
<0.01%#14$53011$00+11New Buy
Lloyd Advisory Services, LLC.
<0.01%#11$3838$00+8New Buy
ASSETMARK, INC
<0.01%<0.01%#16$3768$339800.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow