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DIVZ ELEVATION SERIES TRUST

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POLEN DIVID ETF (fund)

24 managers (24 13F filers) reported a position in DIVZ shares at 2026-06-30, 2,351,871 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
24
13F filers
24
New
4
Added
8
Reduced
5
Sold out
2
Shares held by filers
2,351,871

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Weaver Consulting Group910,463$34M6.98%+131,59413F-HRTimeline
49 WEALTH MANAGEMENT, LLC434,705$16.2M3.1%-3,841,30313F-HR/ATimeline
ALONGSIDE, LLC434,705$16.2M3.1%13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC396,150$14.8M1%+9013F-HRTimeline
Cambridge Investment Research Advisors,…57,594$2.15M<0.01%new13F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,672$847K<0.01%new13F-HRTimelineGroup
M3 Advisory Group, LLC20,355$761K0.39%+43313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…18,553$696K<0.01%-3,43713F-HRTimelineGroup
Joel Isaacson & Co., LLC15,768$589K0.02%+1,57013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,342$424K<0.01%-3,93813F-HRTimelineGroup
Regatta Research & Money Management8,858$331K0.31%13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …8,421$315K0.05%13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,350$237K<0.01%-1,35113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,948$110K<0.01%+22613F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,434$53.6K<0.01%+74213F-HRTimelineGroup
Highland Investment Advisors LLC1,005$37.6K0.02%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY196$7.33K<0.01%+19513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.150$5.61K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…117$4.37K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.25$946<0.01%-2813F-HRTimeline
Blue Trust, Inc.23$871<0.01%013F-HRTimeline
AE Wealth Management LLC18$656<0.01%+113F-HRTimeline
Integrated Wealth Concepts LLC12$448<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7$264<0.01%new13F-HRTimelineGroup