POLEN INTERNATIONAL DIVIDEND IDVZ

US
$34.33
+1.5%
52w: $27.70 – $35.16

Latest 13F among current holders filed 1 month ago (May 15, 2026)

Price — last 12 months

research preview data
27.7031.4335.16
Jun 20, 2025 Jul 2, 2026
Institutional holders
7
+0 QoQ
13F value
$138.0M
+16.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026

Institutional value by quarter

$8.1M
Q4 2024
$65.0M
Q1 2025
$82.1M
Q2 2025
$100.1M
Q3 2025
$118.6M
Q4 2025
$138.0M
Q1 2026

Number of holders

3
Q4 2024
5
Q1 2025
4
Q2 2025
10
Q3 2025
7
Q4 2025
7
Q1 2026

Who owns IDVZ?

Q1 2026 filings
FundTypeSharesValue% of fundChange
49 WEALTH MANAGEMENT, LLC Wealth advisor4.0M$135.8M10.2%+10.4%
Thrivent Financial for Lutherans Diversified mechanical16.5K$547K0.0%-0.9%
Virtu Financial LLC Market maker15.3K$515K0.0%New
JPMORGAN CHASE & CO Bank broker14.5K$476K0.0%+3427.1%
GTS SECURITIES LLC Market maker11.4K$383K0.0%New
&PARTNERS Diversified mechanical6.1K$206K0.0%New
Financial Gravity Asset Management, Inc. Wealth advisor2.3K$77K0.0%-1.3%

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.