Funds holding Elevation Series Trust - Trues
1 fund declares a position · 1 ETFs and 0 other funds · 10.3M $ · US2103226815
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | TrueShares Seasonality Laddered Buffered ETF Elevation Series Trust | 261,017 | 10.3M $ | 7.35 % | as of Apr 30, 2026 · Original filing |
Institutional managers
32 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| AE Wealth Management LLC | 665,679 | 24.5M $ | as of Mar 31, 2026 |
| TrueMark Investments, LLC | 263,668 | 9.7M $ | as of Mar 31, 2026 |
| Authentikos Wealth Advisory, LLC | 238,664 | 8.8M $ | as of Mar 31, 2026 |
| Wellment Financial | 39,986 | 1.5M $ | as of Mar 31, 2026 |
| Elevated Capital Advisors, LLC | 32,392 | 1.2M $ | as of Mar 31, 2026 |
| POM Investment Strategies, LLC | 31,856 | 1.2M $ | as of Mar 31, 2026 |
| SMART Wealth LLC | 26,244 | 964.8K $ | as of Mar 31, 2026 |
| HOWARD BAILEY SECURITIES, LLC | 25,996 | 955.6K $ | as of Mar 31, 2026 |
| B.O.S.S. Retirement Advisors, LLC | 25,495 | 937.2K $ | as of Mar 31, 2026 |
| Integrated Wealth Management | 19,179 | 705K $ | as of Mar 31, 2026 |
| Outlook Wealth Advisors, LLC | 17,847 | 656.1K $ | as of Mar 31, 2026 |
| Weaver Consulting Group | 16,250 | 597.3K $ | as of Mar 31, 2026 |
| FWG Investments, LLC. | 15,534 | 571K $ | as of Mar 31, 2026 |
| Great Lakes Retirement, Inc. | 12,891 | 473.9K $ | as of Mar 31, 2026 |
| LifeWealth Investments, LLC | 12,780 | 469.8K $ | as of Mar 31, 2026 |
| FSA Advisors, Inc. | 11,669 | 428.9K $ | as of Mar 31, 2026 |
| Networth Advisors, LLC | 11,179 | 410.9K $ | as of Mar 31, 2026 |
| Centennial Advisors, LLC | 9,578 | 352.1K $ | as of Mar 31, 2026 |
| Csenge Advisory Group | 7,840 | 288.2K $ | as of Mar 31, 2026 |
| OLD MISSION CAPITAL LLC | 6,641 | 244.1K $ | as of Mar 31, 2026 |
| Quest 10 Wealth Builders, Inc. | 6,157 | 226.3K $ | as of Mar 31, 2026 |
| Lloyd Advisory Services, LLC. | 5,271 | 193.8K $ | as of Mar 31, 2026 |
| Kingdom Financial Group LLC. | 5,271 | 193.8K $ | as of Mar 31, 2026 |
| Capital Investment Advisory Services, LLC | 3,577 | 131.5K $ | as of Mar 31, 2026 |
| HARBOUR INVESTMENTS, INC. | 879 | 32.3K $ | as of Mar 31, 2026 |