DIVZ institutional holders

ELEVATION SERIES TRUST · 13F, 2026Q2

Managers holding24
Shares held2,409,465
Reported value$90.1m
Quarter flows8 new, 8 added, 5 trimmed, 3 exited

Top 24 holders

ManagerSharesValue% of manager's 13F
Weaver Consulting Group910,463$34.0m7.0%
49 WEALTH MANAGEMENT, LLC434,705$16.2m3.1%
ALONGSIDE, LLC434,705$16.2m3.1%
TITLEIST ASSET MANAGEMENT, LLC396,150$14.8m1.0%
Cambridge Investment Research Advisors, Inc.115,188$4.3m0.0%
GOLDMAN SACHS GROUP INC22,672$847,4390.0%
M3 Advisory Group, LLC20,355$760,8440.4%
Thrivent Financial for Lutherans18,553$696,0000.0%
Joel Isaacson & Co., LLC15,768$589,3710.0%
OSAIC HOLDINGS, INC.11,342$423,9740.0%
Regatta Research & Money Management8,858$331,0970.3%
Financial Gravity Companies, Inc.8,421$314,7690.1%
JANE STREET GROUP, LLC6,350$237,3520.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2,948$110,1900.0%
UBS Group AG1,434$53,6000.0%
Highland Investment Advisors LLC1,005$37,5770.0%
MORGAN STANLEY196$7,3260.0%
HARBOUR INVESTMENTS, INC.150$5,6070.0%
EverSource Wealth Advisors, LLC117$4,3730.0%
DHJJ Financial Advisors, Ltd.25$9460.0%
Blue Trust, Inc.23$8710.0%
AE Wealth Management LLC18$6560.0%
Integrated Wealth Concepts LLC12$4480.0%
JPMORGAN CHASE & CO7$2640.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("DIVZ"). DIVZ price history · All 13F data

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