ELEVATION SERIES TRUST TRUESHARES S&P is a security (CUSIP 210322582) tracked across SEC portfolio filings. 17 institutional managers reported $11.5M on Form 13F as of 2026-06-30.
Showing 15 of 17 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| AE Wealth Management LLC | TOPEKA, KS | $5.8M | 233,739 |
| Mid-American Wealth Advisory Group, Inc. | KANSAS CITY, MO | $2.4M | 98,406 |
| Authentikos Wealth Advisory, LLC | MORGAN HILL, CA | $936K | 45,845 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $493K | 24,156 |
| B.O.S.S. Retirement Advisors, LLC | Lehi, UT | $482K | 19,469 |
| HOWARD BAILEY SECURITIES, LLC | FORT WAYNE, IN | $382K | 18,726 |
| Elevated Capital Advisors, LLC | SANDY, UT | $235K | 9,503 |
| Great Lakes Retirement, Inc. | SANDUSKY, OH | $232K | 9,372 |
| MORGAN STANLEY | NEW YORK, NY | $170K | 8,337 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $93K | 4,482 |
| Lloyd Advisory Services, LLC. | SUWANEE, GA | $71K | 3,489 |
| Kingdom Financial Group LLC. | PEORIA, AZ | $71K | 3,489 |
| POM Investment Strategies, LLC | RALEIGH, NC | $44K | 1,772 |
| Decker Retirement Planning Inc. | LEVI, UT | $24K | 988 |
| Networth Advisors, LLC | CANONSBURG, PA | $18K | 743 |