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 | 766k | $28M | 4% | Dec 2025 |
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| Titleist Asset Management | 478k | $17M | -21% | Sep 2025 |
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| Thrivent Financial for Lutherans | 22k | $814k | -4% | Dec 2025 |
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| Advisor Group Holdings | 22k | $781k | -10% | Dec 2025 |
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| M3 Advisory Group | 19k | $697k | 5% | Dec 2025 |
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| Tower Research Capital | 9.3k | $338k | 40% | Dec 2025 |
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| Financial Gravity Wealth | 9.2k | $335k | -24% | Dec 2025 |
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| Joel Isaacson & Co | 9.1k | $333k | 29% | Dec 2025 |
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| Verity and Verity | 6.7k | $242k | -95% | Dec 2025 |
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| UBS Group | 738.00 | $27k | 118% | Dec 2025 |
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| Financial Management Professionals | 350.00 | $13k | 100% | Dec 2025 |
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| Harbour Investments | 150.00 | $5.5k | 0% | Dec 2025 |
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| EverSource Wealth Advisors | 117.00 | $4.3k | 0% | Dec 2025 |
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| Ronald Blue Trust | 75.00 | $2.7k | 100% | Dec 2025 |
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| DHJJ Financial Advisors | 53.00 | $1.9k | 2% | Dec 2025 |
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| AE Wealth Management | 17.00 | $629.999600 | -74% | Dec 2025 |
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| FMR | 1.00 | $36.000000 | 100% | Sep 2025 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wiley Bros.-aintree Capital | Sep 2025 | 12k | $424k |
| Insight 2811 | Sep 2025 | 8.1k | $295k |
| Principal Securities | Jun 2025 | 615.00 | $22k |
| Rossby Financial, LCC | Jun 2025 | 110.00 | $3.9k |
| Northwestern Mutual Wealth Management Company | Sep 2025 | 3.00 | $108.999900 |