Polen International DividendIDVZETF
13F holders, Q4 2025 (December 31)7holders −3
0new positions
3sold out
1famous investor
$31.78avg. 13F price*
At the end of Q4 2025, 7 institutions reported holding Polen International Dividend (IDVZ) in their 13F filings, down 3 from Q3 2025. 0 opened new positions and 3 sold out. The largest holders were 49 Wealth Management, LLC ($116.5M), Citadel Advisors ($1.2M) and Thrivent Financial for Lutherans ($529K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Polen International Dividend
- Filed as
- ELEVATION SERIES TRUST (Q4 2025)
- CUSIP
- 210322707
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 3 | $669K |
All 13F filers, Q3 2025 → Q4 2025: 512,092 shares bought and 33,664 shares sold, net +478,428 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| 49 Wealth Management, LLC | 9.48% | Add +16.2% | 3,664,407 | $116.5M |
| Citadel Advisors | 0.00% | Reduce -18.9% | 38,405 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.7% | 16,628 | $529K |
| Jane Street Group, LLC | 0.00% | Reduce -20.2% | 8,018 | $255K |
| Financial Gravity Asset Management, Inc. | 0.01% | Add +0.6% | 2,311 | $73K |
| JPMorgan Chase & Co. | 0.00% | No change | 410 | $13K |
| UBS Group AG | 0.00% | Reduce -33.8% | 265 | $8K |
"% of holder's portfolio" is IDVZ's weight in each manager's 13F, not the share of Polen International Dividend the manager owns.