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DIVZ ELEVATION SERIES TRUST

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POLEN DIVID ETF (fund)

20 managers (20 13F filers) reported a position in DIVZ shares at 2025-09-30, 1,461,249 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
20
13F filers
20
New
7
Added
5
Reduced
3
Sold out
5
Shares held by filers
1,461,249

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 Group733,601$26.7M6.79%+50,48513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC478,188$17.4M1.53%-128,47813F-HRTimeline
Verity & Verity, LLC136,886$4.98M0.4%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,901$863K<0.01%+1,07013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…23,090$840K<0.01%new13F-HRTimelineGroup
M3 Advisory Group, LLC18,331$667K0.42%+1,01013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …12,067$439K0.09%13F-HRTimelineGroup
&PARTNERS11,648$424K<0.01%new13F-HRTimeline
INSIGHT 2811, INC.8,105$295K0.13%-1,87513F-HRTimeline
Joel Isaacson & Co., LLC7,069$257K0.01%+1,01013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,634$241K0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,000$36.4K<0.01%new13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG339$12.3K<0.01%+14113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.150$5.46K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…117$4.26K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC66$2.39K<0.01%-10813F-HRTimeline
DHJJ Financial Advisors, Ltd.52$1.91K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3$109<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC1$36<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$36<0.01%013F-HR/ATimelineGroup