Polen International DividendIDVZETF
13F holders, Q1 2026 (March 31)7holders
3new positions
3sold out
$33.56avg. 13F price*
At the end of Q1 2026, 7 institutions reported holding Polen International Dividend (IDVZ) in their 13F filings, unchanged from Q4 2025. 3 opened new positions and 3 sold out. The largest holders were 49 Wealth Management, LLC ($135.8M), Thrivent Financial for Lutherans ($547K) and Virtu Financial LLC ($515K).
- Company
- Polen International Dividend
- Filed as
- ELEVATION SERIES TRUST (Q1 2026)
- CUSIP
- 210322707
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.1M |
| Exits | 3 | $1.5M |
All 13F filers, Q4 2025 → Q1 2026: 428,448 shares bought and 46,864 shares sold, net +381,584 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| 49 Wealth Management, LLC | 10.16% | Add +10.4% | 4,045,910 | $135.8M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.9% | 16,483 | $547K |
| Virtu Financial LLC | 0.02% | New | 15,346 | $515K |
| JPMorgan Chase & Co. | 0.00% | Add +3427.1% | 14,461 | $476K |
| GTS Securities LLC | 0.01% | New | 11,422 | $383K |
| &partners | 0.00% | New | 6,126 | $206K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -1.3% | 2,280 | $77K |
"% of holder's portfolio" is IDVZ's weight in each manager's 13F, not the share of Polen International Dividend the manager owns.