Elevation Series Trust - PolDIVZETF
13F holders, Q4 2025 (December 31)18holders −2
3new positions
5sold out
$36.36avg. 13F price*
At the end of Q4 2025, 18 institutions reported holding Elevation Series Trust - Pol (DIVZ) in their 13F filings, down 2 from Q3 2025. 3 opened new positions and 5 sold out. The largest holders were Weaver Consulting Group ($27.9M), Titleist Asset Management, LLC ($17.3M) and Thrivent Financial for Lutherans ($814K).
- Company
- Elevation Series Trust - Pol
- CUSIP
- 210322731
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $17K |
| Exits | 5 | $755K |
All 13F filers, Q3 2025 → Q4 2025: 38,949 shares bought and 160,826 shares sold, net −121,877 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Weaver Consulting Group | 6.81% | Add +4.4% | 766,087 | $27.9M |
| Titleist Asset Management, LLC | 1.40% | Reduce -0.8% | 474,518 | $17.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.5% | 22,274 | $814K |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.2% | 21,466 | $781K |
| M3 Advisory Group, LLC | 0.43% | Add +4.6% | 19,175 | $697K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +40.1% | 9,296 | $338K |
| Financial Gravity Asset Management, Inc. | 0.06% | Reduce -23.7% | 9,204 | $335K |
| Joel Isaacson & Co., LLC | 0.01% | Add +29.4% | 9,145 | $333K |
| Verity & Verity, LLC | 0.02% | Reduce -95.1% | 6,650 | $242K |
| UBS Group AG | 0.00% | Add +117.7% | 738 | $27K |
| Financial Management Professionals, Inc. | 0.00% | New | 350 | $13K |
| Harbour Investments, Inc. | 0.00% | No change | 150 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 117 | $4K |
| Blue Trust, Inc. | 0.00% | New | 75 | $3K |
| JPMorgan Chase & Co. | 0.00% | New | 56 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +1.9% | 53 | $2K |
| AE Wealth Management LLC | 0.00% | Reduce -74.2% | 17 | $630 |
| 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.