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 |
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| Weaver Consulting Group | 779k | $29M | 2% | Mar 2026 |
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| Titleist Asset Management | 396k | $15M | -17% | Mar 2026 |
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| Thrivent Financial for Lutherans | 22k | $818k | -1% | Mar 2026 |
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| Advisor Group Holdings | 22k | $781k | -10% | Dec 2025 |
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| M3 Advisory Group | 20k | $742k | 4% | Mar 2026 |
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| Joel Isaacson & Co | 14k | $529k | 55% | Mar 2026 |
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| Tower Research Capital | 9.3k | $338k | 40% | Dec 2025 |
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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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| 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% | Mar 2026 |
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| DHJJ Financial Advisors | 53.00 | $2.0k | 0% | Mar 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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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 |
| Verity and Verity | Dec 2025 | 6.7k | $242k |
| Financial Management Professionals | Dec 2025 | 350.00 | $13k |
| FMR | Sep 2025 | 1.00 | $36.000000 |