Polen International DividendIDVZETF
13F holders, Q2 2026 (June 30)7holders
3new positions
3sold out
$34.39avg. 13F price*
At the end of Q2 2026, 7 institutions reported holding Polen International Dividend (IDVZ) in their 13F filings, unchanged from Q1 2026. 3 opened new positions and 3 sold out. The largest holders were Cambridge Investment Research Advisors, Inc. ($2.1M), Weaver Consulting Group ($906K) and JPMorgan Chase & Co. ($724K).
- Company
- Polen International Dividend
- Filed as
- ELEVATION SERIES TRUST (Q2 2026)
- CUSIP
- 210322707
- 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 | 3 | $136.5M |
All 13F filers, Q1 2026 → Q2 2026: 95,224 shares bought and 4,070,117 shares sold, net −3,974,893 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 61,542 | $2.1M |
| Weaver Consulting Group | 0.19% | New | 26,377 | $906K |
| JPMorgan Chase & Co. | 0.00% | Add +45.1% | 20,989 | $724K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -16.6% | 13,748 | $473K |
| GTS Securities LLC | 0.01% | Add +3.5% | 11,819 | $406K |
| Financial Gravity Companies, Inc. | 0.01% | — | 2,296 | $79K |
| UBS Group AG | 0.00% | New | 380 | $13K |
"% of holder's portfolio" is IDVZ's weight in each manager's 13F, not the share of Polen International Dividend the manager owns.