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 |
|---|---|---|---|---|---|
| 49 Wealth Management | 4.3M | $159M | 100% | Mar 2026 |
|
| Weaver Consulting Group | 911k | $34M | 17% | Jun 2026 |
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| Titleist Asset Management | 396k | $15M | -17% | Mar 2026 |
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| Cambridge Investment Research Advisors | 58k | $2.2M | 100% | Jun 2026 |
|
| Thrivent Financial for Lutherans | 22k | $818k | -1% | Mar 2026 |
|
| M3 Advisory Group | 20k | $761k | 2% | Jun 2026 |
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| Advisor Group Holdings | 15k | $569k | -29% | Mar 2026 |
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| Joel Isaacson & Co | 14k | $529k | 55% | Mar 2026 |
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| Financial Gravity Wealth | 8.4k | $313k | -9% | Mar 2026 |
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| Jane Street | 7.7k | $287k | 100% | Mar 2026 |
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| Tower Research Capital | 6.5k | $242k | -30% | Mar 2026 |
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| Susquehanna International | 6.4k | $237k | 100% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 2.7k | $101k | 100% | Mar 2026 |
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| UBS Group | 692.00 | $26k | -6% | Mar 2026 |
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| Harbour Investments | 150.00 | $5.6k | 0% | Mar 2026 |
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| EverSource Wealth Advisors | 117.00 | $4.4k | 0% | Jun 2026 |
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| DHJJ Financial Advisors | 25.00 | $946.000000 | -53% | Jun 2026 |
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| Ronald Blue Trust | 23.00 | $862.000900 | -69% | Mar 2026 |
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| AE Wealth Management | 17.00 | $649.000500 | 0% | Mar 2026 |
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| Morgan Stanley | 1.00 | $37.000000 | 0% | Mar 2026 |
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