Elevation Series Trust - PolDIVZETF
13F holders, Q1 2026 (March 31)19holders +1
4new positions
3sold out
$37.23avg. 13F price*
At the end of Q1 2026, 19 institutions reported holding Elevation Series Trust - Pol (DIVZ) in their 13F filings, up 1 from Q4 2025. 4 opened new positions and 3 sold out. The largest holders were 49 Wealth Management, LLC ($159.2M), Weaver Consulting Group ($29.0M) and Titleist Asset Management, LLC ($14.7M).
- Company
- Elevation Series Trust - Pol
- CUSIP
- 210322731
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $159.8M |
| Exits | 3 | $257K |
All 13F filers, Q4 2025 → Q1 2026: 4,311,374 shares bought and 95,675 shares sold, net +4,215,699 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| 49 Wealth Management, LLC | 11.91% | New | 4,276,008 | $159.2M |
| Weaver Consulting Group | 6.91% | Add +1.7% | 778,869 | $29.0M |
| Titleist Asset Management, LLC | 1.11% | Reduce -16.5% | 396,060 | $14.7M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.3% | 21,990 | $818K |
| M3 Advisory Group, LLC | 0.46% | Add +3.9% | 19,922 | $742K |
| Osaic Holdings, Inc. | 0.00% | Reduce -28.8% | 15,280 | $569K |
| Joel Isaacson & Co., LLC | 0.02% | Add +55.3% | 14,198 | $529K |
| Financial Gravity Asset Management, Inc. | 0.06% | Reduce -8.7% | 8,402 | $313K |
| Jane Street Group, LLC | 0.00% | New | 7,701 | $287K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -30.0% | 6,505 | $242K |
| Susquehanna International Group, LLP | 0.00% | New | 6,361 | $237K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 2,722 | $101K |
| UBS Group AG | 0.00% | Reduce -6.2% | 692 | $26K |
| 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% | No change | 53 | $2K |
| Blue Trust, Inc. | 0.00% | Reduce -69.3% | 23 | $862 |
| AE Wealth Management LLC | 0.00% | No change | 17 | $649 |
| Morgan Stanley | 0.00% | No change | 1 | $37 |
"% of holder's portfolio" is DIVZ's weight in each manager's 13F, not the share of Elevation Series Trust - Pol the manager owns.