ELEVATION SERIES TRUST - POL (DIVZ) Institutional Ownership Changes & 13F Activity
ELEVATION SERIES TRUST - POL (DIVZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include 49 Wealth Management, Llc, Weaver Consulting Group, Cambridge Investment Research Advisors, Inc., Goldman Sachs Group Inc, and Financial Gravity Asset Management, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| 49 Wealth Management, Llc | Sell | -3,841,303 | -89.8% | 434,705 | $16.25M | Q2 2026 | Aug 18, 2026 |
| Goldman Sachs Group Inc | Buy | +22,672 | — | 22,672 | $847.44K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -3,938 | -25.8% | 11,342 | $423.97K | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Sell | -3,437 | -15.6% | 18,553 | $696.00K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -1,351 | -17.5% | 6,350 | $237.35K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +742 | +107.2% | 1,434 | $53.60K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +195 | +19500.0% | 196 | $7.33K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +7 | — | 7 | $264.00 | Q2 2026 | Aug 12, 2026 |
| Joel Isaacson & Co., Llc | Buy | +1,570 | +11.1% | 15,768 | $589.37K | Q2 2026 | Aug 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +57,594 | — | 57,594 | $2.15K | Q2 2026 | Jul 30, 2026 |
| Weaver Consulting Group | Buy | +131,594 | +16.9% | 910,463 | $34.03M | Q2 2026 | Jul 29, 2026 |
| M3 Advisory Group, Llc | Buy | +433 | +2.2% | 20,355 | $760.84K | Q2 2026 | Jul 24, 2026 |
| Dhjj Financial Advisors, Ltd. | Sell | -28 | -52.8% | 25 | $946.00 | Q2 2026 | Jul 24, 2026 |
| Titleist Asset Management, Llc | Buy | +90 | +0.0% | 396,150 | $14.81M | Q2 2026 | Jul 20, 2026 |
| Tower Research Capital Llc (Trc) | Sell | -6,505 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Sell | -6,361 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Eversource Wealth Advisors, Llc | Sell | -30 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Ae Wealth Management Llc | Sell | -17 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Financial Gravity Asset Management, Inc. | Sell | -8,402 | -100.0% | 0 | $0.00 | Q2 2026 | May 08, 2026 |
| Northwestern Mutual Wealth Management Co | Sell | -2,722 | -100.0% | 0 | $0.00 | Q2 2026 | May 07, 2026 |
Frequently asked questions about DIVZ activity
Which institutional owners are buying DIVZ?
Institutional owners buying DIVZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DIVZ activity?
"Buy" means an investor increased their reported position in DIVZ compared to the prior reporting period. This reflects growing exposure to ELEVATION SERIES TRUST - POL (DIVZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DIVZ increasing?
Institutional interest in DIVZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.