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 | 911k | $34M | 17% | Jun 2026 |
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| 49 Wealth Management | 435k | $16M | -90% | Jun 2026 |
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| Alongside | 435k | $16M | 100% | Jun 2026 |
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| Titleist Asset Management | 396k | $15M | 0% | Jun 2026 |
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| Cambridge Investment Research Advisors | 58k | $2.2M | 100% | Jun 2026 |
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| Goldman Sachs Group | 23k | $847k | 100% | Jun 2026 |
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| M3 Advisory Group | 20k | $761k | 2% | Jun 2026 |
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| Thrivent Financial for Lutherans | 19k | $696k | -16% | Jun 2026 |
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| Joel Isaacson & Co | 16k | $589k | 11% | Jun 2026 |
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| Advisor Group Holdings | 11k | $424k | -26% | Jun 2026 |
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| Financial Gravity Companies | 8.4k | $315k | 100% | Jun 2026 |
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| Financial Gravity Wealth | 8.4k | $313k | -9% | Mar 2026 |
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| Jane Street | 6.4k | $237k | -18% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 2.9k | $110k | 8% | Jun 2026 |
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| UBS Group | 1.4k | $54k | 107% | Jun 2026 |
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| Harbour Investments | 150.00 | $5.6k | 0% | Jun 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 | $871.000800 | 0% | Jun 2026 |
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| AE Wealth Management | 18.00 | $655.999200 | 6% | Jun 2026 |
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| Jpmorgan Chase & Co | 7.00 | $264.000100 | 100% | Jun 2026 |
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| Morgan Stanley | 1.00 | $37.000000 | 0% | Mar 2026 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Tower Research Capital | Mar 2026 | 6.5k | $242k |
| Susquehanna International | Mar 2026 | 6.4k | $237k |