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DIVZ ELEVATION SERIES TRUST

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POLEN DIVID ETF (fund)

18 managers (18 13F filers) reported a position in DIVZ shares at 2025-12-31, 1,339,372 shares in all. 3 filers opened a position and 5 filers sold out during the quarter.

Managers
18
13F filers
18
New
3
Added
6
Reduced
6
Sold out
5
Shares held by filers
1,339,372

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 Group766,087$27.9M6.81%+32,48613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC474,518$17.3M1.39%-3,67013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…22,274$814K<0.01%-81613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,466$781K<0.01%-2,43513F-HRTimelineGroup
M3 Advisory Group, LLC19,175$697K0.43%+84413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,296$338K0.01%+2,66213F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …9,204$335K0.06%-2,86313F-HRTimelineGroup
Joel Isaacson & Co., LLC9,145$333K0.01%+2,07613F-HRTimeline
Verity & Verity, LLC6,650$242K0.02%-130,23613F-HRTimeline
UBS Group AGin group UBS Group AG738$26.8K<0.01%+39913F-HRTimelineGroup
Financial Management Professionals, Inc.350$12.7K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.150$5.45K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…117$4.25K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.75$2.73K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO56$2.04K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.53$1.92K<0.01%+113F-HRTimeline
AE Wealth Management LLC17$630<0.01%-4913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$36<0.01%013F-HR/ATimelineGroup