ELEVATION SERIES TRUST - POL DIVZ
$38.21
+2.0% 52w: $33.45 – $38.85
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data33.4536.1538.85
Jun 20, 2025 Jul 2, 2026
Institutional holders
19
+1 QoQ
13F value
$206.8M
+324.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DIVZ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| 49 WEALTH MANAGEMENT, LLC | Wealth advisor | 4.3M | $159.2M | 11.9% | New |
| Weaver Consulting Group | Wealth advisor | 778.9K | $29.0M | 6.9% | +1.7% |
| TITLEIST ASSET MANAGEMENT, LLC | Wealth advisor | 396.1K | $14.7M | 1.1% | -16.5% |
| Thrivent Financial for Lutherans | Diversified mechanical | 22.0K | $818K | 0.0% | -1.3% |
| M3 Advisory Group, LLC | Wealth advisor | 19.9K | $742K | 0.5% | +3.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 15.3K | $569K | 0.0% | -28.8% |
| Joel Isaacson & Co., LLC | Wealth advisor | 14.2K | $529K | 0.0% | +55.3% |
| Financial Gravity Asset Management, Inc. | Wealth advisor | 8.4K | $313K | 0.1% | -8.7% |
| JANE STREET GROUP, LLC | Market maker | 7.7K | $287K | 0.0% | New |
| Tower Research Capital LLC (TRC) | Market maker | 6.5K | $242K | 0.0% | -30.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 6.4K | $237K | 0.0% | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 2.7K | $101K | 0.0% | New |
| UBS Group AG | Bank broker | 692 | $26K | 0.0% | -6.2% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 150 | $6K | 0.0% | Held |
| EverSource Wealth Advisors, LLC | Wealth advisor | 117 | $4K | 0.0% | Held |
| DHJJ Financial Advisors, Ltd. | Wealth advisor | 53 | $2K | 0.0% | Held |
| Blue Trust, Inc. | Wealth advisor | 23 | $862 | 0.0% | -69.3% |
| AE Wealth Management LLC | Wealth advisor | 17 | $649 | 0.0% | Held |
| MORGAN STANLEY | Bank broker | 1 | $37 | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.