IDVZ ELEVATION SERIES TRUST
FollowPOLEN INTL DIV (fund)
7 managers (7 13F filers) reported a position in IDVZ shares at 2026-06-30, 137,151 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 3
- Added
- 2
- Reduced
- 1
- Sold out
- 3
- Shares held by filers
- 137,151
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors,… | 61,542 | $2.12M | <0.01% | new | 13F-HR/ATimeline |
| Weaver Consulting Group | 26,377 | $906K | 0.19% | new | 13F-HRTimeline |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 20,989 | $724K | <0.01% | +6,528 | 13F-HRTimelineGroup |
| Thrivent Financial for Lutheransin group Thrivent Financial for Luther… | 13,748 | $473K | <0.01% | -2,735 | 13F-HRTimelineGroup |
| GTS SECURITIES LLC | 11,819 | $406K | 0.01% | +397 | 13F-HRTimeline |
| Financial Gravity Companies, Inc.in group Financial Gravity Companies, … | 2,296 | $78.9K | 0.01% | 13F-HRTimelineGroup | |
| UBS Group AGin group UBS Group AG | 380 | $13.1K | <0.01% | new | 13F-HRTimelineGroup |