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 | 4.0M | $136M | 10% | Mar 2026 |
|
| Weaver Consulting Group | 26k | $906k | 100% | Jun 2026 |
|
| Thrivent Financial for Lutherans | 17k | $547k | -1% | Mar 2026 |
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| Virtu Financial | 15k | $515k | 100% | Mar 2026 |
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| Gts Securities | 11k | $383k | 100% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 6.1k | $206k | 100% | Mar 2026 |
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| Financial Gravity Wealth | 2.3k | $77k | -1% | Mar 2026 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Dec 2025 | 38k | $1.2M |
| Jane Street | Dec 2025 | 8.0k | $255k |