Elevation Series Trust - PolDIVZETF
13F holders, Q2 2026 (June 30)23holders +4
3new positions
2sold out
$37.38avg. 13F price*
At the end of Q2 2026, 23 institutions reported holding Elevation Series Trust - Pol (DIVZ) in their 13F filings, up 4 from Q1 2026. 3 opened new positions and 2 sold out. The largest holders were Weaver Consulting Group ($34.0M), 49 Wealth Management, LLC ($16.2M) and Alongside, LLC ($16.2M).
- Company
- Elevation Series Trust - Pol
- CUSIP
- 210322731
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $3.0M |
| Exits | 2 | $479K |
All 13F filers, Q1 2026 → Q2 2026: 215,124 shares bought and 3,862,923 shares sold, net −3,647,799 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| Weaver Consulting Group | 6.98% | Add +16.9% | 910,463 | $34.0M |
| 49 Wealth Management, LLC | 3.10% | Reduce -89.8% | 434,705 | $16.2M |
| Alongside, LLC | 3.10% | — | 434,705 | $16.2M |
| Titleist Asset Management, LLC | 1.00% | Add +0.0% | 396,150 | $14.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 57,594 | $2.2M |
| Goldman Sachs Group Inc. | 0.00% | New | 22,672 | $847K |
| M3 Advisory Group, LLC | 0.39% | Add +2.2% | 20,355 | $761K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -15.6% | 18,553 | $696K |
| Joel Isaacson & Co., LLC | 0.02% | Add +11.1% | 15,768 | $589K |
| Osaic Holdings, Inc. | 0.00% | Reduce -25.8% | 11,342 | $424K |
| Regatta Research & Money Management | 0.31% | — | 8,858 | $331K |
| Financial Gravity Companies, Inc. | 0.05% | — | 8,421 | $315K |
| Jane Street Group, LLC | 0.00% | Reduce -17.5% | 6,350 | $237K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.3% | 2,948 | $110K |
| UBS Group AG | 0.00% | Add +107.2% | 1,434 | $54K |
| Highland Investment Advisors LLC | 0.02% | — | 1,005 | $38K |
| Morgan Stanley | 0.00% | Add +19500.0% | 196 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 150 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 117 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Reduce -52.8% | 25 | $946 |
| Blue Trust, Inc. | 0.00% | No change | 23 | $871 |
| AE Wealth Management LLC | 0.00% | Add +5.9% | 18 | $656 |
| JPMorgan Chase & Co. | 0.00% | New | 7 | $264 |
"% of holder's portfolio" is DIVZ's weight in each manager's 13F, not the share of Elevation Series Trust - Pol the manager owns.