OCTZ ELEVATION SERIES TRUST: institutional ownership and insider trading
21 funds reported holding $29.3M of ELEVATION SERIES TRUST in their latest 13F filings; in Q2 2026 funds net sold $16.1M, with 6 new positions and 18 funds selling out.
Largest institutional holders of OCTZ
- TrueMark Investments, LLC — $23.4M
- Authentikos Wealth Advisory, LLC — $2.08M
- OLD MISSION CAPITAL LLC — $1.72M
- Elevated Capital Advisors, LLC — $299K
- Aptus Capital Advisors, LLC — $251K
- WOLVERINE TRADING, LLC — $246K
- Retirement Planning Group, LLC — $232K
- Todd Wealth Management, LLC — $220K
- Weaver Consulting Group — $215K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP — $205K