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MARZ ELEVATION SERIES TRUST

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TRUE ST MARC ETF (fund)

15 managers (15 13F filers) reported a position in MARZ shares at 2026-06-30, 914,106 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
15
13F filers
15
New
4
Added
1
Reduced
5
Sold out
3
Shares held by filers
914,106

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
TrueMark Investments, LLCin group TrueMark Investments, LLC793,030$29.1M3.64%+475,30413F-HRTimelineGroup
Weaver Consulting Group52,672$1.93M0.4%-29913F-HRTimeline
Mid-American Wealth Advisory Group, Inc.51,119$1.87M0.68%-9,56513F-HRTimeline
OLD MISSION CAPITAL LLC12,561$460K0.01%-90513F-HRTimeline
Capital Investment Advisory Services, L…1,426$52.3K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,086$39.8K<0.01%-39813F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC838$30.7K<0.01%013F-HRTimeline
AE Wealth Management LLC702$25.7K<0.01%-4913F-HRTimeline
DHJJ Financial Advisors, Ltd.320$11.7K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC306$11.2K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…26$953<0.01%new13F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC14$527<0.01%13F-HRTimeline
IFG Advisory, LLC3$110<0.01%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC2$58<0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.1$52<0.01%new13F-HRTimeline