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DIVZ ELEVATION SERIES TRUST

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POLEN DIVID ETF (fund)

19 managers (19 13F filers) reported a position in DIVZ shares at 2025-06-30, 1,423,611 shares in all. 18 filers opened a position and 0 filers sold out during the quarter.

Managers
19
13F filers
19
New
18
Added
0
Reduced
0
Sold out
0
Shares held by filers
1,423,611

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 Group683,116$23.9M6.62%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC606,666$21.2M2.11%new13F-HRTimeline
Cambridge Investment Research Advisors,…34,862$1.22M<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,831$800K<0.01%new13F-HR/ATimelineGroup
M3 Advisory Group, LLC17,321$607K0.42%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,382$539K<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,474$472K<0.01%new13F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …12,503$438K0.09%13F-HRTimelineGroup
INSIGHT 2811, INC.9,980$350K0.17%new13F-HRTimeline
Joel Isaacson & Co., LLC6,059$212K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC615$21.5K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG198$6.93K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC174$6.11K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.150$5.25K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…117$4.1K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC110$3.85K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.52$1.82K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$35<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.