Elevation Series Trust - PolDIVZETF
13F holders, Q3 2025 (September 30)20holders +2
7new positions
5sold out
$36.38avg. 13F price*
At the end of Q3 2025, 20 institutions reported holding Elevation Series Trust - Pol (DIVZ) in their 13F filings, up 2 from Q2 2025. 7 opened new positions and 5 sold out. The largest holders were Weaver Consulting Group ($26.7M), Titleist Asset Management, LLC ($17.4M) and Verity & Verity, LLC ($5.0M).
- Company
- Elevation Series Trust - Pol
- CUSIP
- 210322731
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $6.5M |
| Exits | 5 | $2.3M |
All 13F filers, Q2 2025 → Q3 2025: 232,978 shares bought and 194,904 shares sold, net +38,074 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Weaver Consulting Group | 6.79% | Add +7.4% | 733,601 | $26.7M |
| Titleist Asset Management, LLC | 1.53% | Reduce -21.2% | 478,188 | $17.4M |
| Verity & Verity, LLC | 0.40% | New | 136,886 | $5.0M |
| Osaic Holdings, Inc. | 0.00% | Add +4.7% | 23,901 | $863K |
| Thrivent Financial for Lutherans | 0.00% | New | 23,090 | $840K |
| M3 Advisory Group, LLC | 0.42% | Add +5.8% | 18,331 | $667K |
| Financial Gravity Asset Management, Inc. | 0.09% | — | 12,067 | $439K |
| &partners | 0.00% | New | 11,648 | $424K |
| Insight 2811, Inc. | 0.13% | Reduce -18.8% | 8,105 | $295K |
| Joel Isaacson & Co., LLC | 0.01% | Add +16.7% | 7,069 | $257K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 6,634 | $241K |
| Bank of America Corp. | 0.00% | New | 1,000 | $36K |
| UBS Group AG | 0.00% | Add +71.2% | 339 | $12K |
| Harbour Investments, Inc. | 0.00% | No change | 150 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 117 | $4K |
| AE Wealth Management LLC | 0.00% | Reduce -62.1% | 66 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 52 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 3 | $109 |
| FMR LLC | 0.00% | New | 1 | $36 |
| Morgan Stanley | 0.00% | No change | 1 | $36 |
"% of holder's portfolio" is DIVZ's weight in each manager's 13F, not the share of Elevation Series Trust - Pol the manager owns.