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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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 | 3.7M | $117M | 16% | Dec 2025 |
|
| Citadel Advisors | 47k | $1.5M | 592% | Sep 2025 |
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| Thrivent Financial for Lutherans | 17k | $529k | -5% | Dec 2025 |
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| Jane Street | 8.0k | $255k | -20% | Dec 2025 |
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| Financial Gravity Wealth | 2.3k | $73k | 1% | Dec 2025 |
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| Jpmorgan Chase & Co | 410.00 | $13k | 100% | Sep 2025 |
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| UBS Group | 265.00 | $8.4k | -34% | Dec 2025 |
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| FMR | 1.00 | $31.000000 | 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 | 13k | $400k |
| Gts Securities | Sep 2025 | 8.7k | $269k |