IDVZ institutional holders
ELEVATION SERIES TRUST · 13F, 2026Q2
| Managers holding | 7 |
|---|---|
| Shares held | 198,693 |
| Reported value | $6.8m |
| Quarter flows | 4 new, 2 added, 1 trimmed, 4 exited |
Top 7 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 123,084 | $4.2m | 0.0% |
| Weaver Consulting Group | 26,377 | $906,306 | 0.2% |
| JPMORGAN CHASE & CO | 20,989 | $723,873 | 0.0% |
| Thrivent Financial for Lutherans | 13,748 | $473,000 | 0.0% |
| GTS SECURITIES LLC | 11,819 | $406,101 | 0.0% |
| Financial Gravity Companies, Inc. | 2,296 | $78,894 | 0.0% |
| UBS Group AG | 380 | $13,057 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("IDVZ"). IDVZ price history · All 13F data