Polen International DividendIDVZETF
13F holders, Q1 2025 (March 31)4holders +2
2new positions
1sold out
$27.48avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding Polen International Dividend (IDVZ) in their 13F filings, up 2 from Q4 2024. 2 opened new positions and 1 sold out. The largest holders were 49 Wealth Management, LLC ($63.9M), GTS Securities LLC ($1.0M) and Financial Gravity Asset Management, Inc. ($61K).
- Company
- Polen International Dividend
- Filed as
- ELEVATION SERIES TRUST (Q1 2025)
- CUSIP
- 210322707
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.0M |
| Exits | 1 | $454K |
All 13F filers, Q4 2024 → Q1 2025: 2,054,088 shares bought and 18,410 shares sold, net +2,035,678 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| 49 Wealth Management, LLC | 7.70% | Add +652.9% | 2,325,575 | $63.9M |
| GTS Securities LLC | 0.04% | New | 37,369 | $1.0M |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 2,210 | $61K |
| Morgan Stanley | 0.00% | New | 16 | $440 |
"% of holder's portfolio" is IDVZ's weight in each manager's 13F, not the share of Polen International Dividend the manager owns.