OCTZ · Insider trading · 13F holders · Congress trades
Elevation Series Trust (OCTZ)
Who is buying and selling OCTZ: 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
- 2
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
OCTZ at a glance
- No open-market insider purchases or sales of OCTZ were filed in the last 90 days.
- 2 13F filers hold OCTZ among their 50 largest positions, worth $25.5M combined. The biggest bets by portfolio weight are TrueMark Investments, LLC (2.9%) and Authentikos Wealth Advisory, LLC (1.3%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in OCTZ.
OCTZ insider trading
No open-market insider purchases or sales of OCTZ were filed in the last 90 days.
Who owns OCTZ? Hedge funds and superinvestors
2 13F filers hold OCTZ among their 50 largest positions, worth $25.5M combined. The biggest bets by portfolio weight are TrueMark Investments, LLC (2.9%) and Authentikos Wealth Advisory, LLC (1.3%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| TrueMark Investments, LLCMutual fund manager | 2.9% | $23.4M | 512,745 | +87.1% shares | Q2 2026 |
| Authentikos Wealth Advisory, LLCWealth manager | 1.3% | $2.1M | 45,519 | -7.9% shares | Q2 2026 |
Each manager counts with its latest 13F (Q2 2026: 2). Screen OCTZ in the grand portfolio →
OCTZ stock trades by members of Congress
No member of Congress has disclosed a trade in OCTZ.
OCTZ questions and answers
Are insiders buying OCTZ stock?
No open-market insider purchases or sales of OCTZ were filed in the last 90 days.
Which hedge funds own OCTZ?
2 13F filers hold OCTZ among their 50 largest positions, worth $25.5M combined. The biggest bets by portfolio weight are TrueMark Investments, LLC (2.9%) and Authentikos Wealth Advisory, LLC (1.3%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded OCTZ?
No member of Congress has disclosed a trade in OCTZ.
Who is the largest holder of OCTZ?
Among 13F filers, TrueMark Investments, LLC reports the largest OCTZ position, $23.4M (512,745 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is TrueMark Investments, LLC's: 2.9% of its portfolio.
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