NOVZ ELEVATION SERIES TRUST
FollowTRUESHARES NOV (fund)
12 managers (12 13F filers) reported a position in NOVZ shares at 2025-09-30, 350,610 shares in all. 12 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 12
- Added
- 0
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 350,610
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| TrueMark Investments, LLCin group TrueMark Investments, LLC | 188,068 | $8.39M | 1.46% | new | 13F-HRTimelineGroup |
| Valtinson Bruner Financial Planning LLC | 71,219 | $3.18M | 0.94% | new | 13F-HRTimeline |
| WEDBUSH SECURITIES INC | 46,987 | $2.1M | 0.07% | new | 13F-HRTimeline |
| Elevated Capital Advisors, LLC | 13,516 | $603K | 0.15% | new | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 11,669 | $519K | <0.01% | new | 13F-HRTimelineGroup |
| OLD MISSION CAPITAL LLC | 6,638 | $296K | 0.01% | new | 13F-HRTimeline |
| INSIGHT 2811, INC. | 5,131 | $229K | 0.1% | new | 13F-HRTimeline |
| LaSalle St. Investment Advisors, LLC | 5,133 | $228K | 0.04% | new | 13F-HRTimeline |
| AE Wealth Management LLC | 1,266 | $56.5K | <0.01% | new | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 391 | $17.4K | <0.01% | new | 13F-HRTimelineGroup |
| Arax Advisory Partners | 370 | $16.5K | <0.01% | new | 13F-HRTimeline |
| DHJJ Financial Advisors, Ltd. | 222 | $9.9K | <0.01% | new | 13F-HRTimeline |