DIVZ

Elevation Series Trust - Pol

+$158.1M

Net Activity

Institutions Holding

19

Popularity Rank

#8334

Avg Weight

1.08%

Total Value

$206.8M

Ownership Trend

19 institutions currently hold DIVZ, with 7 net buyers and 10 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

10

Net Buying Institutions

7

Key Holders

Key Holders

Top 5 by Value

4W
49 Wealth Management, LLC
$159.2M
WC
Weaver Consulting Group
$29.0M
TA
Titleist Asset Management, LLC
$14.7M
TF
Thrivent Financial for Lutherans
$818.0K
MA
M3 Advisory Group, LLC
$741.7K

Top 5 by Conviction

4W
49 Wealth Management, LLC
11.91%
WC
Weaver Consulting Group
6.91%
TA
Titleist Asset Management, LLC
1.11%
MA
M3 Advisory Group, LLC
0.46%
FG
Financial Gravity Asset Management, Inc.
0.06%
View all 19 holding institutions

Quarterly Activity

Recent Activity

+$190.1M

Total Buy Value

$19.8M

Total Sell Value

New buy4
Trim7
Add3
Sold out3

7

Net Buyers

10

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ELEVATION SERIES TRUST - POL (DIVZ)?
Major stakeholders currently include 49 Wealth Management, LLC ($159.2M), Weaver Consulting Group ($29.0M), Titleist Asset Management, LLC ($14.7M). Based on the latest 13F filings, there are a total of 19 tracked investment funds and institutions maintaining positions in DIVZ.
What is the overall institutional sentiment toward DIVZ recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $158.1M, driven by 7 managers accumulating shares while 10 reduced their exposure.
Which institutions have been selling or reducing their DIVZ positions?
In the latest period, 7 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $19.8M.
Are there any notable investors adding DIVZ to their portfolios?
Yes, buying activity remains notable. 4 institutions opened new positions in {ticker}, and 3 existing holders added to their shares. The total reported buy value for the quarter amounted to $190.1M.

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