Elevation Series Trust - PolDIVZETF
13F holders, Q2 2025 (June 30)18holders
$35.02avg. 13F price*
At the end of Q2 2025, 18 institutions reported holding Elevation Series Trust - Pol (DIVZ) in their 13F filings. The largest holders were Weaver Consulting Group ($23.9M), Titleist Asset Management, LLC ($21.2M) and Cambridge Investment Research Advisors, Inc. ($1.2M).
- Company
- Elevation Series Trust - Pol
- CUSIP
- 210322731
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $49.4M |
| Exits | 0 | $0 |
Ownership 18 holders
| Weaver Consulting Group | 6.62% | New | 683,116 | $23.9M |
| Titleist Asset Management, LLC | 2.12% | New | 606,666 | $21.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 34,862 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | New | 22,831 | $800K |
| M3 Advisory Group, LLC | 0.42% | New | 17,321 | $607K |
| Jane Street Group, LLC | 0.00% | New | 15,382 | $539K |
| Goldman Sachs Group Inc. | 0.00% | New | 13,474 | $472K |
| Financial Gravity Companies, Inc. | 0.09% | — | 12,503 | $438K |
| Insight 2811, Inc. | 0.17% | New | 9,980 | $350K |
| Joel Isaacson & Co., LLC | 0.01% | New | 6,059 | $212K |
| Principal Securities, Inc. | 0.00% | New | 615 | $22K |
| UBS Group AG | 0.00% | New | 198 | $7K |
| AE Wealth Management LLC | 0.00% | New | 174 | $6K |
| Harbour Investments, Inc. | 0.00% | New | 150 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 117 | $4K |
| Rossby Financial, LCC | 0.00% | New | 110 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 52 | $2K |
| Morgan Stanley | 0.00% | New | 1 | $35 |
"% of holder's portfolio" is DIVZ's weight in each manager's 13F, not the share of Elevation Series Trust - Pol the manager owns.