SEPZ · Insider trading · 13F holders · Congress trades
Elevation Series Trust (SEPZ)
Who is buying and selling SEPZ: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 12
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SEPZ at a glance
- No open-market insider purchases or sales of SEPZ were filed in the last 90 days.
- 12 13F filers hold SEPZ among their 50 largest positions, worth $46.6M combined. The biggest bets by portfolio weight are Lloyd Advisory Services, LLC. (2.9%), TrueMark Investments, LLC (2.8%) and Wellment Financial (1.7%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
- No member of Congress has disclosed a trade in SEPZ.
SEPZ insider trading
No open-market insider purchases or sales of SEPZ were filed in the last 90 days.
Who owns SEPZ? Hedge funds and superinvestors
12 13F filers hold SEPZ among their 50 largest positions, worth $46.6M combined. The biggest bets by portfolio weight are Lloyd Advisory Services, LLC. (2.9%), TrueMark Investments, LLC (2.8%) and Wellment Financial (1.7%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| TrueMark Investments, LLCMutual fund manager | 2.8% | $22.6M | 497,728 | +117.2% shares | Q2 2026 |
| Lloyd Advisory Services, LLC.Wealth manager | 2.9% | $7.4M | 162,192 | — | Q2 2026 |
| Weaver Consulting GroupWealth manager | 0.6% | $3.1M | 67,584 | -2.0% shares | Q3 2026 |
| Valtinson Bruner Financial Planning LLCWealth manager | 0.6% | $2.3M | 50,875 | -0.6% shares | Q2 2026 |
| Elevated Capital Advisors, LLCWealth manager | 0.6% | $2.2M | 49,069 | -6.6% shares | Q2 2026 |
| B.O.S.S. Retirement Advisors, LLCWealth manager | 0.6% | $1.9M | 41,976 | -7.0% shares | Q3 2026 |
| Howard Bailey Securities, LLCWealth manager | 0.7% | $1.8M | 39,713 | -6.3% shares | Q3 2026 |
| FWG Investments, LLC.Wealth manager | 0.9% | $1.7M | 37,751 | +12.0% shares | Q2 2026 |
| Wellment FinancialWealth manager | 1.7% | $1.6M | 34,468 | -2.9% shares | Q3 2026 |
| Integrated Wealth ManagementWealth manager | 0.9% | $881K | 19,084 | -2.8% shares | Q3 2026 |
| Centennial Advisors, LLCWealth manager | 0.9% | $762K | 16,495 | -8.0% shares | Q3 2026 |
| Montgomery Financial Services LLCWealth manager | 0.2% | $239K | 5,256 | — | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 6, Q2 2026: 6). Screen SEPZ in the grand portfolio →
SEPZ stock trades by members of Congress
No member of Congress has disclosed a trade in SEPZ.
SEPZ questions and answers
Are insiders buying SEPZ stock?
No open-market insider purchases or sales of SEPZ were filed in the last 90 days.
Which hedge funds own SEPZ?
12 13F filers hold SEPZ among their 50 largest positions, worth $46.6M combined. The biggest bets by portfolio weight are Lloyd Advisory Services, LLC. (2.9%), TrueMark Investments, LLC (2.8%) and Wellment Financial (1.7%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
Has Congress traded SEPZ?
No member of Congress has disclosed a trade in SEPZ.
Who is the largest holder of SEPZ?
Among 13F filers, TrueMark Investments, LLC reports the largest SEPZ position, $22.6M (497,728 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Lloyd Advisory Services, LLC.'s: 2.9% of its portfolio.
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