Who owns ELEVATION SERIES TRUST?
- Ticker: IDVZ
- CUSIP Number: 210322707
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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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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 | 3.2M | $97M | 13% | Sep 2025 |
|
| Citadel Advisors | 47k | $1.5M | 592% | Sep 2025 |
|
| Thrivent Financial for Lutherans | 17k | $536k | 100% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 13k | $400k | 100% | Sep 2025 |
|
| Jane Street | 10k | $309k | 100% | Sep 2025 |
|
| Gts Securities | 8.7k | $269k | 100% | Sep 2025 |
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| Financial Gravity Wealth | 2.3k | $71k | 4% | Sep 2025 |
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| Financial Gravity Companies | 2.2k | $66k | 100% | Jun 2025 |
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| Jpmorgan Chase & Co | 410.00 | $13k | 100% | Sep 2025 |
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| UBS Group | 400.00 | $12k | 100% | Sep 2025 |
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| FMR | 1.00 | $31.000000 | 100% | Sep 2025 |
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