IDVZ ELEVATION SERIES TRUST
FollowPOLEN INTL DIV (fund)
7 managers (7 13F filers) reported a position in IDVZ shares at 2025-12-31, 3,730,444 shares in all. 0 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 0
- Added
- 2
- Reduced
- 4
- Sold out
- 3
- Shares held by filers
- 3,730,444
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| 49 WEALTH MANAGEMENT, LLC | 3,664,407 | $116M | 9.48% | +512,079 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 38,405 | $1.22M | <0.01% | -8,935 | 13F-HRTimelineGroup |
| Thrivent Financial for Lutheransin group Thrivent Financial for Luther… | 16,628 | $529K | <0.01% | -820 | 13F-HRTimelineGroup |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 8,018 | $255K | <0.01% | -2,026 | 13F-HRTimelineGroup |
| Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, … | 2,311 | $73.4K | 0.01% | +13 | 13F-HRTimelineGroup |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 410 | $13K | <0.01% | 0 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 265 | $8.42K | <0.01% | -135 | 13F-HRTimelineGroup |