Who owns ELEVATION SERIES TRUST?
- Ticker: DIVZ
- CUSIP Number: 210322731
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Analyze quarterly positions in Elevation Series Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Elevation Series Trust stock
Who bought or sold ELEVATION SERIES TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Weaver Consulting Group | 734k | $27M | 7% | Sep 2025 |
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| Titleist Asset Management | 478k | $17M | -21% | Sep 2025 |
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| Verity and Verity | 137k | $5.0M | 100% | Sep 2025 |
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| Advisor Group Holdings | 24k | $863k | 5% | Sep 2025 |
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| Thrivent Financial for Lutherans | 23k | $840k | 100% | Sep 2025 |
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| M3 Advisory Group | 18k | $667k | 6% | Sep 2025 |
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| Financial Gravity Companies | 13k | $438k | 100% | Jun 2025 |
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| Financial Gravity Wealth | 12k | $439k | 100% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 12k | $424k | 100% | Sep 2025 |
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| Insight 2811 | 8.1k | $295k | -19% | Sep 2025 |
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| Joel Isaacson & Co | 7.1k | $257k | 17% | Sep 2025 |
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| Tower Research Capital | 6.6k | $241k | 100% | Sep 2025 |
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| UBS Group | 339.00 | $12k | 71% | Sep 2025 |
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| Harbour Investments | 150.00 | $5.5k | 0% | Sep 2025 |
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| EverSource Wealth Advisors | 117.00 | $4.3k | 0% | Sep 2025 |
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| AE Wealth Management | 66.00 | $2.4k | -62% | Sep 2025 |
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| DHJJ Financial Advisors | 52.00 | $1.9k | 0% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 3.00 | $108.999900 | 100% | Sep 2025 |
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| FMR | 1.00 | $36.000000 | 100% | Sep 2025 |
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| Morgan Stanley | 1.00 | $35.000000 | 100% | Jun 2025 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Cambridge Investment Research Advisors | Jun 2025 | 35k | $1.2M |
| Jane Street | Jun 2025 | 15k | $539k |
| Principal Securities | Jun 2025 | 615.00 | $22k |
| Rossby Financial, LCC | Jun 2025 | 110.00 | $3.9k |