Polen International DividendIDVZETF

13F holders, Q2 2025 (June 30)
3holders −1
1new positions
2sold out
1famous investor
$29.26avg. 13F price*

At the end of Q2 2025, 3 institutions reported holding Polen International Dividend (IDVZ) in their 13F filings, down 1 from Q1 2025. 1 opened new positions and 2 sold out. The largest holders were 49 Wealth Management, LLC ($81.9M), Citadel Advisors ($200K) and Financial Gravity Companies, Inc. ($66K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Polen International Dividend
Filed as
ELEVATION SERIES TRUST (Q2 2025)
CUSIP
210322707
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q4 2024: 2Q4 2024Q1 2025: 4Q1 2025Q2 2025: 3Q2 2025Q3 2025: 10Q3 2025Q4 2025: 7Q4 2025Q1 2026: 7Q1 2026Q2 2026: 7Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions1$200K
Exits2$1.0M

All 13F filers, Q1 2025 → Q2 2025: 479,459 shares bought and 37,385 shares sold, net +442,074 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

49 Wealth Management, LLC 8.72% Add +20.3% 2,798,194 $81.9M
Citadel Advisors 0.00% New 6,840 $200K
Financial Gravity Companies, Inc. 0.01% — 2,240 $66K

"% of holder's portfolio" is IDVZ's weight in each manager's 13F, not the share of Polen International Dividend the manager owns.