IDVZ ELEVATION SERIES TRUST

POLEN INTL DIV (fund)

10 managers (10 13F filers) reported a position in IDVZ shares at 2025-09-30, 3,252,016 shares in all. 7 filers opened a position and 0 filers sold out during the quarter.

Managers: 10
13F filers: 10
New: 7
Added: 2
Reduced: 0
Sold out: 0
Shares held by filers: 3,252,016

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.

Holder	Shares	Value	% of portfolio	Change	Source
49 WEALTH MANAGEMENT, LLC	3,152,328	$97M	9.14%	+354,134	13F-HR Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC	47,340	$1.46M	<0.01%	+40,500	13F-HR Timeline Group
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…	17,448	$536K	<0.01%	new	13F-HR Timeline Group
&PARTNERS	13,009	$400K	<0.01%	new	13F-HR Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC	10,044	$309K	<0.01%	new	13F-HR Timeline Group
GTS SECURITIES LLC	8,738	$269K	0.01%	new	13F-HR Timeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …	2,298	$70.7K	0.01%		13F-HR Timeline Group
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO	410	$12.6K	<0.01%	new	13F-HR/A Timeline Group
UBS Group AGin group UBS Group AG	400	$12.3K	<0.01%	new	13F-HR Timeline Group
FMR LLCin group FMR LLC	1	$31	<0.01%	new	13F-HR Timeline Group