IDVZ ELEVATION SERIES TRUST
FollowPOLEN INTL DIV (fund)
4 managers (4 13F filers) reported a position in IDVZ shares at 2025-06-30, 2,807,274 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 4
- 13F filers
- 4
- New
- 1
- Added
- 1
- Reduced
- 0
- Sold out
- 2
- Shares held by filers
- 2,807,274
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| 49 WEALTH MANAGEMENT, LLC | 2,798,194 | $81.9M | 8.72% | +472,619 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 6,840 | $200K | <0.01% | new | 13F-HRTimelineGroup |
| Financial Gravity Companies, Inc.in group Financial Gravity Companies, … | 2,240 | $65.5K | 0.01% | 13F-HRTimelineGroup | |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |