Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Elevation Series Trust (APRZ)

12 + 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
↓ -1
Streak
1Q ▼
Buyers last Q
33%

Smart Money Signals — APRZ

Based on 12 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their APRZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 44% of 3.0Y high

44% of all-time peak
Only 12 funds hold APRZ today versus a peak of 27 funds at 2025 Q1 — just 44% 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.
📉

Outflows — 56% fewer funds vs a year ago

fund count last 6Q
15 fewer hedge funds hold APRZ compared to a year ago (-56% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 33% buying

3 buying6 selling
Last quarter: 6 funds sold vs only 3 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~1 new funds per quarter

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

42% of holders stayed for 2+ years

42% conviction (2yr+) 42% medium 17% new
5 out of 12 hedge funds have held APRZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~1 new funds/quarter

6 → 2 → 1 → 2 → 1 new funds/Q
New funds entering each quarter: 2 → 1 → 2 → 1. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 50% veterans vs 33% newcomers

50% veterans 17% 1-2yr 33% new
Entry-cohort mix of 12 holders: 6 (50%) are 2+ year veterans, 2 entered 1–2 years ago, and 4 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
0 of 12 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.
1.5
out of 10
Low Exit Risk
Exit risk score 1.5/10 — 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 Q1, 3 hedge funds were net buyers of APRZ (1 opened a new position, 2 added to an existing one), while 6 reduced or exited (4 trimmed, 2 sold completely) — a 33% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 12.

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

-- --

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

Is It Too Late to Buy Elevation Series Trust (APRZ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much APRZ has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 87d ago
APRZ
+9.0%
SPY
+13.0%

APRZ outperformed SPY by -4.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 42d ago
APRZ
-1.5%
SPY
-0.5%

Since the filing became public, APRZ outperformed SPY by -1.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: APRZ
12 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 12 13 -7.69%
13F Shares 354K 389K -9.11%
Total Value $13M $15M -13.3%
New Positions 1 2 -1
Increased Positions 2 2 -
Closed Positions 2 0 +2
Reduced Positions 4 5 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: APRZ

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Financial Highlights

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Institutional Holders (2026 Q1)

12 + 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 12 APRZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TrueMark Investments, LLC 1.51% 216,859 $7.7M
2 Weaver Consulting Group 0.86% 101,430 $3.6M
3 Blue Bell Private Wealth Management, LLC 0.03% 6,541 $233K
4 Old Mission Capital LLC 0.01% 21,630 $772K
5 DHJJ Financial Advisors, Ltd. 0.00% 410 $15K
6 Elevated Capital Advisors, LLC 0.00% 281 $10K
7 Harbour Investments, INC. 0.00% 3,272 $117K
8 Arax Advisory Partners 0.00% 1,194 $43K
9 Capital Investment Advisory Services, LLC 0.00% 93 $3K
10 AE Wealth Management LLC 0.00% 554 $20K
11 Osaic Holdings, INC. 0.00% 1,250 $45K
12 Aptus Capital Advisors, LLC 0.00% 207 $7K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their APRZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for APRZ?

Heavy selling pressure — only 33% buying: Last quarter: 6 funds sold vs only 3 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for APRZ holders?

Smaller funds dominant — 0% AUM from top-100: 0 of 12 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?

42% of holders stayed for 2+ years: 5 out of 12 hedge funds have held APRZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Elevation Series Trust (APRZ) following the 2026 Q1 hedge fund 13F filings?

As of today, APRZ has moved -1.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of -1.0%. Since the quarter end (March 31, 2026), APRZ has gained +9.0% vs +13.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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