MARZ ELEVATION SERIES TRUST
FollowTRUE ST MARC ETF (fund)
12 managers (12 13F filers) reported a position in MARZ shares at 2025-12-31, 430,247 shares in all. 3 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 3
- Added
- 2
- Reduced
- 5
- Sold out
- 0
- Shares held by filers
- 430,247
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| TrueMark Investments, LLCin group TrueMark Investments, LLC | 273,363 | $9.37M | 1.79% | +22,449 | 13F-HRTimelineGroup |
| Mid-American Wealth Advisory Group, Inc. | 60,684 | $2.08M | 0.88% | -2,369 | 13F-HRTimeline |
| Weaver Consulting Group | 52,971 | $1.82M | 0.44% | -1,941 | 13F-HRTimeline |
| OLD MISSION CAPITAL LLC | 21,892 | $750K | 0.03% | new | 13F-HRTimeline |
| Elevated Capital Advisors, LLC | 16,593 | $569K | 0.13% | -591 | 13F-HRTimeline |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 1,791 | $61.4K | <0.01% | new | 13F-HRTimelineGroup |
| Capital Investment Advisory Services, L… | 1,426 | $48.9K | <0.01% | +45 | 13F-HRTimeline |
| AE Wealth Management LLC | 858 | $29.4K | <0.01% | -236 | 13F-HRTimeline |
| DHJJ Financial Advisors, Ltd. | 320 | $11K | <0.01% | 0 | 13F-HRTimeline |
| HARBOUR INVESTMENTS, INC. | 300 | $10.3K | <0.01% | 0 | 13F-HRTimeline |
| Lloyd Advisory Services, LLC. | 29 | $979 | <0.01% | new | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 20 | $686 | <0.01% | -35 | 13F-HRTimelineGroup |