Stock Analysis
Data Source: SEC EDGAR 13F
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Elevation Series Trust (APRZ)

16 + Investors. Track Smart Money conviction in APRZ. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — APRZ

Based on 16 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added APRZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🔻

Below peak — only 59% of 3.0Y high

59% of all-time peak
Only 16 funds hold APRZ today versus a peak of 27 funds at 2025 Q1 — just 59% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 4 quarters from the low — a sharp move.
🟡

Slight buying edge — 50% buying

5 buying5 selling
Last quarter: 5 funds bought or added vs 5 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 2 → 1 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 38% long-term, 25% new

38% conviction (2yr+) 38% medium 25% new
Of the 16 current holders: 6 (38%) held >2 years, 6 held 1–2 years, and 4 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +143% but shares only +117% — price-driven

Value
+142%
Shares
+117%
Last quarter: the total dollar value of institutional holdings rose +143%, but actual share count only changed +117%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~4 new funds/quarter

2 → 1 → 2 → 1 → 4 new funds/Q
New funds entering each quarter: 1 → 2 → 1 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 38% veterans, 31% new entrants

38% veterans 31% 1-2yr 31% new
Of 16 current holders: 6 (38%) held 2+ years, 5 held 1–2 years, 5 (31%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
1 of 16 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
1.8
out of 10
Low Exit Risk
Exit risk score 1.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — APRZ

In 2026 Q2, 5 hedge funds were net buyers of APRZ (4 opened a new position, 1 added to an existing one), while 5 reduced or exited (5 trimmed their position) — a 50% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 16.

Hedge Fund Ownership: APRZ

How many hedge funds hold APRZ — quarterly history vs. share price
Quarterly hedge fund ownership of APRZ vs. share price

Market Analysis: APRZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: APRZ

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: APRZ
16 + Investors

Track Smart Money conviction in APRZ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 16 12 33.33%
13F Shares 768K 354K 117.15%
Total Value $31M $13M 142.88%
New Positions 4 1 +3
Increased Positions 1 2 -1
Closed Positions 0 2 -2
Reduced Positions 5 4 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: APRZ

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Institutional Holders (2026 Q2)

16 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in APRZ. Verified SEC 13F-HR filings.

QUARTER:
Top 16 APRZ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TrueMark Investments, LLC 3.24% 648,781 $25.9M
2 Weaver Consulting Group 0.83% 101,235 $4.0M
3 Blue Bell Private Wealth Management, LLC 0.03% 6,483 $259K
4 DHJJ Financial Advisors, Ltd. 0.00% 410 $16K
5 Old Mission Capital LLC 0.00% 6,071 $242K
6 Elevated Capital Advisors, LLC 0.00% 281 $11K
7 Harbour Investments, INC. 0.00% 1,564 $62K
8 Arax Advisory Partners 0.00% 1,194 $48K
9 Compass Financial Management LLC 0.00% 64 $3K
10 Capital Investment Advisory Services, LLC 0.00% 93 $4K
11 Lloyd Advisory Services, LLC. 0.00% 7
12 AE Wealth Management LLC 0.00% 443 $18K
13 Osaic Holdings, INC. 0.00% 1,250 $50K
14 Aptus Capital Advisors, LLC 0.00% 207 $8K
15 IFG Advisory, LLC 0.00% 2
16 Northwestern Mutual Wealth Management Co 0.00% 24
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Elevation Series Trust (APRZ)

What does the Smart Money Trend signal show for APRZ?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added APRZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for APRZ?

Slight buying edge — 50% buying: Last quarter: 5 funds bought or added vs 5 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for APRZ holders?

Smaller funds dominant — 0% AUM from top-100: 1 of 16 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held APRZ?

Mixed — 38% long-term, 25% new: Of the 16 current holders: 6 (38%) held >2 years, 6 held 1–2 years, and 4 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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