ELEVATION SERIES TRUST TRUESHARES EQTY is a security (CUSIP 210322566) tracked across SEC portfolio filings. 15 institutional managers reported $8.8M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| AE Wealth Management LLC | TOPEKA, KS | $5.3M | 213,613 |
| Mid-American Wealth Advisory Group, Inc. | KANSAS CITY, MO | $1.0M | 41,053 |
| CITADEL ADVISORS LLC | MIAMI, FL | $845K | 35,055 |
| B.O.S.S. Retirement Advisors, LLC | Lehi, UT | $447K | 18,106 |
| HOWARD BAILEY SECURITIES, LLC | FORT WAYNE, IN | $425K | 17,605 |
| Elevated Capital Advisors, LLC | SANDY, UT | $315K | 12,758 |
| Great Lakes Retirement, Inc. | SANDUSKY, OH | $221K | 8,957 |
| Kingdom Financial Group LLC. | PEORIA, AZ | $80K | 3,325 |
| Lloyd Advisory Services, LLC. | SUWANEE, GA | $80K | 3,325 |
| Networth Advisors, LLC | CANONSBURG, PA | $23K | 937 |
| POM Investment Strategies, LLC | RALEIGH, NC | $10K | 408 |
| Decker Retirement Planning Inc. | LEVI, UT | $9K | 369 |
| Quest 10 Wealth Builders, Inc. | Fuquay-Varina, VA | $6K | 232 |
| UBS Group AG | Zurich, V8 | $4K | 170 |
| Key Capital Management, INC | HENDERSONVILLE, TN 37075, TN | $3K | 132 |