# ELEVATION SERIES TRUST TRUESHARES EQTY

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.

## Summary

- Issuer: ELEVATION SERIES TRUST
- Class: TRUESHARES EQTY
- CUSIP: 210322566
- 13F holders: 15
- 13F value: $8.8M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [AE Wealth Management LLC](https://search.stillhousedata.com/firm/282580) | TOPEKA, KS | $5.3M | 213,613 |
| [Mid-American Wealth Advisory Group, Inc.](https://search.stillhousedata.com/firm/301621) | KANSAS CITY, MO | $1.0M | 41,053 |
| [CITADEL ADVISORS LLC](https://search.stillhousedata.com/firm/148826) | MIAMI, FL | $845K | 35,055 |
| [B.O.S.S. Retirement Advisors, LLC](https://search.stillhousedata.com/firm/171143) | Lehi, UT | $447K | 18,106 |
| [HOWARD BAILEY SECURITIES, LLC](https://search.stillhousedata.com/firm/282712) | FORT WAYNE, IN | $425K | 17,605 |
| Elevated Capital Advisors, LLC | SANDY, UT | $315K | 12,758 |
| [Great Lakes Retirement, Inc.](https://search.stillhousedata.com/firm/146608) | SANDUSKY, OH | $221K | 8,957 |
| [Kingdom Financial Group LLC.](https://search.stillhousedata.com/firm/155676) | PEORIA, AZ | $80K | 3,325 |
| [Lloyd Advisory Services, LLC.](https://search.stillhousedata.com/firm/150582) | SUWANEE, GA | $80K | 3,325 |
| [Networth Advisors, LLC](https://search.stillhousedata.com/firm/311621) | CANONSBURG, PA | $23K | 937 |
| POM Investment Strategies, LLC | RALEIGH, NC | $10K | 408 |
| [Decker Retirement Planning Inc.](https://search.stillhousedata.com/firm/284281) | 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](https://search.stillhousedata.com/firm/173773) | HENDERSONVILLE, TN 37075, TN | $3K | 132 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/210322566.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
