Polen International DividendIDVZETF

13F holders, Q3 2025 (September 30)
10holders +7
7new positions
0sold out
1famous investor
$30.76avg. 13F price*

At the end of Q3 2025, 10 institutions reported holding Polen International Dividend (IDVZ) in their 13F filings, up 7 from Q2 2025. 7 opened new positions and 0 sold out. The largest holders were 49 Wealth Management, LLC ($97.0M), Citadel Advisors ($1.5M) and Thrivent Financial for Lutherans ($536K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Polen International Dividend
Filed as
ELEVATION SERIES TRUST (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions7$1.5M
Exits0$0

All 13F filers, Q2 2025 → Q3 2025: 444,684 shares bought, net +444,684 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 10 holders

49 Wealth Management, LLC 9.14% Add +12.7% 3,152,328 $97.0M
Citadel Advisors 0.00% Add +592.1% 47,340 $1.5M
Thrivent Financial for Lutherans 0.00% New 17,448 $536K
&partners 0.00% New 13,009 $400K
Jane Street Group, LLC 0.00% New 10,044 $309K
GTS Securities LLC 0.01% New 8,738 $269K
Financial Gravity Asset Management, Inc. 0.01% — 2,298 $71K
JPMorgan Chase & Co. 0.00% New 410 $13K
UBS Group AG 0.00% New 400 $12K
FMR LLC 0.00% New 1 $31

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