NOVZ ELEVATION SERIES TRUST: institutional ownership and insider trading

18 funds reported holding $34.4M of ELEVATION SERIES TRUST in their latest 13F filings; in Q2 2026 funds net bought $16.7M, with 4 new positions and 1 funds selling out.

Largest institutional holders of NOVZ

  1. TrueMark Investments, LLC — $27.5M
  2. Valtinson Bruner Financial Planning LLC — $3.23M
  3. WEDBUSH SECURITIES INC — $1.61M
  4. OLD MISSION CAPITAL LLC — $820K
  5. OSAIC HOLDINGS, INC. — $563K
  6. LaSalle St. Investment Advisors, LLC — $241K
  7. LPL Financial LLC — $218K
  8. BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC — $149K
  9. AE Wealth Management LLC — $27.4K
  10. Arax Advisory Partners — $12.7K

All NOVZ 13F holders