Who Owns ELEVATION SERIES TRUST - POLEN (DIVZ)? -- Institutional Holders (2026-06-30)
26 institutions reported holding $87.9M of ELEVATION SERIES TRUST - POLEN (DIVZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Weaver Consulting Group ($34.0M), 49 WEALTH MANAGEMENT, LLC ($16.2M), ALONGSIDE, LLC ($16.2M), TITLEIST ASSET MANAGEMENT, LLC ($14.8M), Cambridge Investment Research Advisors, Inc. ($2.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Weaver Consulting Group | $34.0M | 910,463 | Added |
| 2 | 49 WEALTH MANAGEMENT, LLC | $16.2M | 434,705 | Trimmed |
| 3 | ALONGSIDE, LLC | $16.2M | 434,705 | New |
| 4 | TITLEIST ASSET MANAGEMENT, LLC | $14.8M | 396,150 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $2.2M | 57,594 | New |
| 6 | GOLDMAN SACHS GROUP INC | $847,439 | 22,672 | New |
| 7 | M3 Advisory Group, LLC | $760,844 | 20,355 | Added |
| 8 | Thrivent Financial for Lutherans | $696,000 | 18,553 | Trimmed |
| 9 | Joel Isaacson & Co., LLC | $589,371 | 15,768 | Added |
| 10 | OSAIC HOLDINGS, INC. | $423,974 | 11,342 | Trimmed |
| 11 | Regatta Research & Money Management | $331,097 | 8,858 | New |
| 12 | Financial Gravity Companies, Inc. | $314,769 | 8,421 | Trimmed |
| 13 | JANE STREET GROUP, LLC | $237,352 | 6,350 | Trimmed |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $110,190 | 2,948 | Added |
| 15 | UBS Group AG | $53,600 | 1,434 | Added |
| 16 | Highland Investment Advisors LLC | $37,577 | 1,005 | New |
| 17 | MORGAN STANLEY | $7,326 | 196 | Added |
| 18 | HARBOUR INVESTMENTS, INC. | $5,607 | 150 | Hold |
| 19 | EverSource Wealth Advisors, LLC | $4,373 | 117 | Hold |
| 20 | DHJJ Financial Advisors, Ltd. | $946 | 25 | Trimmed |
| 21 | Blue Trust, Inc. | $871 | 23 | Hold |
| 22 | AE Wealth Management LLC | $656 | 18 | Added |
| 23 | Integrated Wealth Concepts LLC | $448 | 12 | New |
| 24 | JPMORGAN CHASE & CO | $264 | 7 | New |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30