10 institutions reported holding $4.7M of ELEVATION SERIES TRUST POLEN (IDVZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cambridge Investment Research Advisors, Inc. ($2.1M), Weaver Consulting Group ($906,306), JPMORGAN CHASE & CO ($723,873), Thrivent Financial for Lutherans ($473,000), GTS SECURITIES LLC ($406,101). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Cambridge Investment Research Advisors, Inc. | $2.1M | 61,542 | New |
| 2 | Weaver Consulting Group | $906,306 | 26,377 | New |
| 3 | JPMORGAN CHASE & CO | $723,873 | 20,989 | Added |
| 4 | Thrivent Financial for Lutherans | $473,000 | 13,748 | Trimmed |
| 5 | GTS SECURITIES LLC | $406,101 | 11,819 | Added |
| 6 | Financial Gravity Companies, Inc. | $78,894 | 2,296 | Added |
| 7 | UBS Group AG | $13,057 | 380 | New |
| 8 | &PARTNERS | $0 | 0 | Exited |
| 9 | Virtu Financial LLC | $0 | 0 | Exited |
| 10 | 49 WEALTH MANAGEMENT, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30