Funds holding Elevation Series Trust - Trues
1 fund declares a position · 1 ETFs and 0 other funds · 10.2M $ · US2103227805
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | TrueShares Seasonality Laddered Buffered ETF Elevation Series Trust | 231,061 | 10.2M $ | 7.27 % | as of Apr 30, 2026 · Original filing |
Institutional managers
30 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 | 425,730 | 17.5M $ | as of Mar 31, 2026 |
| TrueMark Investments, LLC | 274,021 | 11.3M $ | as of Mar 31, 2026 |
| Authentikos Wealth Advisory, LLC | 49,442 | 2M $ | as of Mar 31, 2026 |
| Wellment Financial | 34,825 | 1.4M $ | as of Mar 31, 2026 |
| POM Investment Strategies, LLC | 28,397 | 1.2M $ | as of Mar 31, 2026 |
| SMART Wealth LLC | 19,460 | 799.8K $ | as of Mar 31, 2026 |
| Outlook Wealth Advisors, LLC | 16,049 | 659.6K $ | as of Mar 31, 2026 |
| FWG Investments, LLC. | 13,560 | 557.3K $ | as of Mar 31, 2026 |
| Elevated Capital Advisors, LLC | 12,731 | 523.3K $ | as of Mar 31, 2026 |
| Integrated Wealth Management | 11,963 | 491.7K $ | as of Mar 31, 2026 |
| B.O.S.S. Retirement Advisors, LLC | 11,072 | 455.1K $ | as of Mar 31, 2026 |
| OLD MISSION CAPITAL LLC | 10,548 | 433.5K $ | as of Mar 31, 2026 |
| HOWARD BAILEY SECURITIES, LLC | 10,425 | 428.5K $ | as of Mar 31, 2026 |
| FSA Advisors, Inc. | 9,483 | 389.7K $ | as of Mar 31, 2026 |
| Networth Advisors, LLC | 9,145 | 375.9K $ | as of Mar 31, 2026 |
| LifeWealth Investments, LLC | 6,524 | 268.1K $ | as of Mar 31, 2026 |
| Great Lakes Retirement, Inc. | 5,613 | 230.7K $ | as of Mar 31, 2026 |
| Aptus Capital Advisors, LLC | 5,500 | 226.1K $ | as of Mar 31, 2026 |
| Retirement Planning Group, LLC | 5,001 | 205.5K $ | as of Mar 31, 2026 |
| Quest 10 Wealth Builders, Inc. | 4,990 | 205.1K $ | as of Mar 31, 2026 |
| Csenge Advisory Group | 4,964 | 204K $ | as of Mar 31, 2026 |
| Capital Investment Advisory Services, LLC | 3,520 | 144.7K $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 2,892 | 116.5K $ | as of Mar 31, 2026 |
| Lloyd Advisory Services, LLC. | 2,262 | 93K $ | as of Mar 31, 2026 |
| Kingdom Financial Group LLC. | 2,262 | 93K $ | as of Mar 31, 2026 |