CUSIP 210322772
ELEVATION SERIES TRUST
17 institutions · $12.8M total · 341,652 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | TrueMark Investments, LLC | 181,626 | $8.0M | 53.16% | 2025-12-31 |
| 2 | Valtinson Bruner Financial Planning LLC | 69,361 | $3.0M | 20.30% | 2025-12-31 |
| 3 | Elevated Capital Advisors, LLC | 13,009 | $570.5K | 3.80% | 2025-12-31 |
| 4 | ADVISOR GROUP HOLDINGS, INC. | 11,969 | $525.0K | 3.50% | 2025-12-31 |
| 5 | OLD MISSION CAPITAL LLC | 6,638 | $296.1K | 1.94% | 2025-09-30 |
| 6 | INSIGHT 2811, INC. | 5,131 | $228.9K | 1.50% | 2025-09-30 |
| 7 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,559 | $68.4K | 0.45% | 2025-12-31 |
| 8 | AE Wealth Management LLC | 656 | $28.8K | 0.19% | 2025-12-31 |
| 9 | Kestra Advisory Services, LLC | 581 | $25.5K | 0.17% | 2025-12-31 |
| 10 | SRS Capital Advisors, Inc. | 370 | $16.2K | 0.10% | 2025-12-31 |
| 11 | DHJJ Financial Advisors, Ltd. | 222 | $9.7K | 0.06% | 2025-12-31 |
| 12 | Capital Investment Advisory Services, LLC | 181 | $7.9K | 0.05% | 2025-12-31 |
| 13 | UBS Group AG | 148 | $6.5K | 0.04% | 2025-12-31 |
| 14 | Lloyd Advisory Services, LLC. | 78 | $3.4K | 0.02% | 2025-12-31 |
| 15 | WEDBUSH SECURITIES INC | 44,982 | $2.0K | 13.16% | 2025-12-31 |
| 16 | ASSETMARK, INC | 8 | $351 | 0.00% | 2025-12-31 |
| 17 | LaSalle St. Investment Advisors, LLC | 5,133 | $225 | 1.50% | 2025-12-31 |