AUGZ ELEVATION SERIES TRUST: institutional ownership and insider trading

23 funds reported holding $33.4M of ELEVATION SERIES TRUST in their latest 13F filings; in Q2 2026 funds net sold $17.4M, with 6 new positions and 20 funds selling out.

Largest institutional holders of AUGZ

  1. TrueMark Investments, LLC — $21.8M
  2. Weaver Consulting Group — $4.73M
  3. Capital Investment Advisory Services, LLC — $1.46M
  4. COMMONWEALTH EQUITY SERVICES, LLC — $1.27M
  5. OSAIC HOLDINGS, INC. — $920K
  6. OLD MISSION CAPITAL LLC — $883K
  7. HRT FINANCIAL LP — $512K
  8. Valtinson Bruner Financial Planning LLC — $491K
  9. FIDUCIARY FINANCIAL ADVISORS — $344K
  10. Stratos Wealth Partners, LTD. — $308K

All AUGZ 13F holders