IDVZ ELEVATION SERIES TRUST
FollowPOLEN INTL DIV (fund)
7 managers (7 13F filers) reported a position in IDVZ shares at 2026-03-31, 4,112,028 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
- 2
- Sold out
- 3
- Shares held by filers
- 4,112,028
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| 49 WEALTH MANAGEMENT, LLC | 4,045,910 | $136M | 10.16% | +381,503 | 13F-HRTimeline |
| Thrivent Financial for Lutheransin group Thrivent Financial for Luther… | 16,483 | $547K | <0.01% | -145 | 13F-HRTimelineGroup |
| Virtu Financial LLCin group Virtu Financial LLC | 15,346 | $515K | 0.02% | new | 13F-HRTimelineGroup |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 14,461 | $476K | <0.01% | +14,051 | 13F-HR/ATimelineGroup |
| GTS SECURITIES LLC | 11,422 | $383K | 0.01% | new | 13F-HRTimeline |
| &PARTNERS | 6,126 | $206K | <0.01% | new | 13F-HRTimeline |
| Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, … | 2,280 | $76.5K | 0.01% | -31 | 13F-HRTimelineGroup |