DIVZ Institutional Ownership & Shareholders
ELEVATION SERIES TRUST - POL (DIVZ) is currently held by 17 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $68.70M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Weaver Consulting Group is currently the largest disclosed institutional shareholder of DIVZ tracked by InsiderSet, reporting ownership valued at approximately $33.79M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $35.34M, representing an estimated gain of +4.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed DIVZ value among the investors covered in this analysis. Major shareholders include Weaver Consulting Group, 49 Wealth Management, Llc, Titleist Asset Management, Llc, and several other long-term asset managers with concentrated positions in ELEVATION SERIES TRUST - POL (DIVZ).
This page ranks the largest institutional DIVZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
17
Total Reported Value
$68.70M
Largest Holder
Weaver Consulting Group
Largest Position
$33.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
24
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Weaver Consulting Group | 6.57% | 925,378 | $33,785,561 | $35,340,186 | +$1,554,625 | +4.60% | |
| 49 Wealth Management, Llc | 3.10% | 434,705 | $16,248,488 | $16,601,384 | +$352,896 | +2.17% | |
| Titleist Asset Management, Llc | 0.96% | 403,537 | $14,733,150 | $15,411,078 | +$677,928 | +4.60% | |
| Goldman Sachs Group Inc | 0.00% | 22,672 | $847,439 | $865,844 | +$18,405 | +2.17% | |
| M3 Advisory Group, Llc | 0.39% | 20,355 | $760,844 | $777,357 | +$16,513 | +2.17% | |
| Thrivent Financial For Lutherans | 0.00% | 18,553 | $696,000 | $708,539 | +$12,539 | +1.80% | |
| Joel Isaacson & Co., Llc | 0.02% | 15,768 | $589,371 | $602,180 | +$12,809 | +2.17% | |
| Osaic Holdings, Inc. | 0.00% | 11,342 | $423,974 | $433,151 | +$9,177 | +2.16% | |
| Financial Gravity Asset Management, Inc. | 0.06% | 8,402 | $312,795 | $320,872 | +$8,077 | +2.58% | |
| Jane Street Group, Llc | 0.00% | 6,350 | $237,352 | $242,507 | +$5,155 | +2.17% | |
| Ubs Group Ag | 0.00% | 1,434 | $53,600 | $54,764 | +$1,164 | +2.17% | |
| Morgan Stanley | 0.00% | 196 | $7,326 | $7,485 | +$159 | +2.17% | |
| Harbour Investments, Inc. | 0.00% | 150 | $5,607 | $5,729 | +$122 | +2.17% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 25 | $930 | $955 | +$25 | +2.66% | |
| Blue Trust, Inc. | 0.00% | 23 | $855 | $878 | +$23 | +2.73% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 16,481 | $602 | $629,409 | +$628,807 | +104453.05% | |
| Jpmorgan Chase & Co | 0.00% | 7 | $264 | $267 | +$3 | +1.26% |
Frequently asked questions about DIVZ
Who are the largest institutional holders of DIVZ?
The largest institutional holders of DIVZ reported in the latest SEC Form 13F filings include Weaver Consulting Group, 49 Wealth Management, Llc, Titleist Asset Management, Llc, Goldman Sachs Group Inc, and M3 Advisory Group, Llc. InsiderSet ranks institutional holders by their latest reported DIVZ position.
What is DIVZ institutional ownership?
This page tracks DIVZ positions reported by institutional investment managers through SEC Form 13F. ELEVATION SERIES TRUST - POL (DIVZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DIVZ?
InsiderSet currently tracks 17 institutional managers reporting DIVZ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DIVZ shareholders.
How much DIVZ stock do institutions own?
Institutional investment managers disclosed approximately $68.70M in DIVZ holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DIVZ institutional ownership last updated?
The latest DIVZ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DIVZ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DIVZ position after the reporting date.
Are institutions buying or selling DIVZ?
Institutional buying and selling can be analyzed by comparing DIVZ positions across consecutive 13F reporting periods. InsiderSet's DIVZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DIVZ ownership changes.
How has DIVZ institutional ownership changed over time?
InsiderSet tracks DIVZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.