JULZ ELEVATION SERIES TRUST: institutional ownership and insider trading
19 funds reported holding $27.5M of ELEVATION SERIES TRUST in their latest 13F filings; in Q2 2026 funds net bought $10.9M, with 4 new positions and 3 funds selling out.
Largest institutional holders of JULZ
- TrueMark Investments, LLC — $21.0M
- Valtinson Bruner Financial Planning LLC — $2.57M
- Mid-American Wealth Advisory Group, Inc. — $1.29M
- FIDUCIARY FINANCIAL ADVISORS — $824K
- Weaver Consulting Group — $666K
- OLD MISSION CAPITAL LLC — $368K
- Capital Investment Advisory Services, LLC — $302K
- WOLVERINE TRADING, LLC — $216K
- OSAIC HOLDINGS, INC. — $109K
- Arax Advisory Partners — $72.6K
Who owns the most JULZ stock?
The largest institutional holders of ELEVATION SERIES TRUST in the latest 13F filings are TrueMark Investments, LLC ($21.0M), Valtinson Bruner Financial Planning LLC ($2.57M), Mid-American Wealth Advisory Group, Inc. ($1.29M).
Which ETFs hold JULZ?
1 ETFs and mutual funds hold it among their top 100 positions, including ONEZ.