SEPZ ELEVATION SERIES TRUST: institutional ownership and insider trading
40 funds reported holding $101M of ELEVATION SERIES TRUST in their latest 13F filings; in Q2 2026 funds net bought $16.1M, with 7 new positions and 2 funds selling out.
Largest institutional holders of SEPZ
- AE Wealth Management LLC — $43.1M
- TrueMark Investments, LLC — $22.6M
- Lloyd Advisory Services, LLC. — $7.37M
- Weaver Consulting Group — $3.12M
- Valtinson Bruner Financial Planning LLC — $2.31M
- Elevated Capital Advisors, LLC — $2.23M
- B.O.S.S. Retirement Advisors, LLC — $2.05M
- HOWARD BAILEY SECURITIES, LLC — $1.93M
- FWG Investments, LLC. — $1.72M
- FSR Wealth Management Ltd. — $1.61M