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

ELEVATION SERIES TRUST TRUESHARES DEC

DECZ
Institutions
20
Combined AUM (Q2 2026)
$28.8M
Combined Shares (Q2 2026)
666,132
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+311,452
8 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-627,134
26 · 18 Exit · ≈
⚖️ Net
-315,682
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$28.8M
Institutions
20
New Buys
5
Adds
3
Reduces
8
Exits
18
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
TrueMark Investments, LLC
3.14%2.11%#1$25.1M579,744$10.8M279,404+300,340+107.49%Add
Weaver Consulting Group
0.21%0.22%#2$1.0M23,471$911,34623,47100.00%Unchanged
OLD MISSION CAPITAL LLC
0.01%0.01%#6$665,30915,386$375,0849,660+5,726+59.28%Add
Elevated Capital Advisors, LLC
0.17%0.27%#3$625,55014,467$1.1M27,738-13,271-47.84%Reduce
AE Wealth Management LLC
<0.01%0.09%#14$439,35310,161$16.9M436,021-425,860-97.67%Reduce
Capital Investment Advisory Services, LLC
0.02%0.02%#4$287,8426,657$258,4696,65700.00%Unchanged
CreativeOne Wealth, LLC
<0.01%#9$203,6664,710$00+4,710New Buy
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#13$167,0413,863$231,9625,974-2,111-35.34%Reduce
Aptus Capital Advisors, LLC
<0.01%<0.01%#17$147,5823,413$132,5223,41300.00%Unchanged
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.01%0.01%#5$99,1092,292$88,9952,29200.00%Unchanged
Lloyd Advisory Services, LLC.
0.01%0.05%#7$20,657478$179,8634,632-4,154-89.68%Reduce
DHJJ Financial Advisors, Ltd.
0.01%0.01%#8$19,458450$23,879615-165-26.83%Reduce
Kingdom Financial Group LLC.
<0.01%0.05%#11$11,752272$179,8634,632-4,360-94.13%Reduce
Mosley Wealth Management
<0.01%<0.01%#10$11,545267$81520+247+1,235.00%Add
COMPASS FINANCIAL MANAGEMENT LLC
<0.01%#16$9,671218$00+218New Buy
TOUNJIAN ADVISORY PARTNERS, LLC
<0.01%#12$6,634153$00+153New Buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#20$1,98946$00+46New Buy
POM Investment Strategies, LLC
<0.01%0.71%#15$1,68639$572,37214,741-14,702-99.74%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#19$1,42633$2,71670-37-52.86%Reduce
Integrated Wealth Concepts LLC
<0.01%#18$51812$00+12New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow