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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 2026-03-31, 5,555,071 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
19
13F filers
19
New
4
Added
3
Reduced
7
Sold out
3
Shares held by filers
5,555,071

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
49 WEALTH MANAGEMENT, LLC4,276,008$159M11.91%new13F-HRTimeline
Weaver Consulting Group778,869$29M6.91%+12,78213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC396,060$14.7M1.11%-78,45813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…21,990$818K<0.01%-28413F-HRTimelineGroup
M3 Advisory Group, LLC19,922$742K0.46%+74713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,280$569K<0.01%-6,18613F-HRTimelineGroup
Joel Isaacson & Co., LLC14,198$529K0.02%+5,05313F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …8,402$313K0.06%-80213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,701$287K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,505$242K0.01%-2,79113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,361$237K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,722$101K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG692$25.8K<0.01%-4613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.150$5.58K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…117$4.36K<0.01%013F-HR/ATimelineGroup
DHJJ Financial Advisors, Ltd.53$1.98K<0.01%013F-HRTimeline
Blue Trust, Inc.23$862<0.01%-5213F-HRTimeline
AE Wealth Management LLC17$649<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$37<0.01%013F-HRTimelineGroup