Funds holding Elevation Series Trust - Trues
1 fund declares a position · 1 ETFs and 0 other funds · 10.7M $ · US2103227987
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | TrueShares Seasonality Laddered Buffered ETF Elevation Series Trust | 243,898 | 10.7M $ | 7.62 % | as of Apr 30, 2026 · Original filing |
Institutional managers
33 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 | 1,027,670 | 41.7M $ | as of Mar 31, 2026 |
| TrueMark Investments, LLC | 229,174 | 9.3M $ | as of Mar 31, 2026 |
| Weaver Consulting Group | 69,574 | 2.8M $ | as of Mar 31, 2026 |
| Elevated Capital Advisors, LLC | 52,513 | 2.1M $ | as of Mar 31, 2026 |
| Valtinson Bruner Financial Planning LLC | 51,196 | 2.1M $ | as of Mar 31, 2026 |
| SMART Wealth LLC | 47,636 | 1.9M $ | as of Mar 31, 2026 |
| Wellment Financial | 47,432 | 1.9M $ | as of Mar 31, 2026 |
| B.O.S.S. Retirement Advisors, LLC | 47,204 | 1.9M $ | as of Mar 31, 2026 |
| HOWARD BAILEY SECURITIES, LLC | 44,077 | 1.8M $ | as of Mar 31, 2026 |
| FWG Investments, LLC. | 33,715 | 1.4M $ | as of Mar 31, 2026 |
| Integrated Wealth Management | 23,143 | 939.9K $ | as of Mar 31, 2026 |
| Great Lakes Retirement, Inc. | 23,118 | 938.9K $ | as of Mar 31, 2026 |
| LifeWealth Investments, LLC | 21,443 | 870.8K $ | as of Mar 31, 2026 |
| Centennial Advisors, LLC | 18,001 | 731K $ | as of Mar 31, 2026 |
| FSA Advisors, Inc. | 14,489 | 588.4K $ | as of Mar 31, 2026 |
| POM Investment Strategies, LLC | 14,070 | 571.4K $ | as of Mar 31, 2026 |
| Quest 10 Wealth Builders, Inc. | 12,178 | 494.6K $ | as of Mar 31, 2026 |
| Csenge Advisory Group | 10,346 | 420.2K $ | as of Mar 31, 2026 |
| Lloyd Advisory Services, LLC. | 9,572 | 388.8K $ | as of Mar 31, 2026 |
| Kingdom Financial Group LLC. | 9,572 | 388.8K $ | as of Mar 31, 2026 |
| Outlook Wealth Advisors, LLC | 8,380 | 340.3K $ | as of Mar 31, 2026 |
| Capital Investment Advisory Services, LLC | 7,842 | 318.5K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 7,782 | 316.1K $ | as of Mar 31, 2026 |
| Networth Advisors, LLC | 6,873 | 279.1K $ | as of Mar 31, 2026 |
| OLD MISSION CAPITAL LLC | 5,455 | 221.5K $ | as of Mar 31, 2026 |