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Elevation Series Trust - POL (DIVZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Weaver Consulting Group
INCREASED
Shares925,378 from 910,463
Change+14,915 (+2%)
Value$33.8M (-$245.9K)
Filed 2026-10-07
Titleist Asset Management, LLC
INCREASED
Shares403,537 from 396,150
Change+7,387 (+2%)
Value$14.7M (-$74.2K)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares16,481 from 57,594
Change-41,113 (-71%)
Value$602.0K (-$1.6M)
Filed 2026-11-02
Joel Isaacson & Co., LLC
INCREASED
Shares15,818 from 15,768
Change+50 (+0%)
Value$577.5K (-$11.8K)
Filed 2026-11-05
Thrivent Financial for Lutherans
DECREASED
Shares14,381 from 18,553
Change-4,172 (-22%)
Value$523.0K (-$173.0K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$4.3K (-$101)
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$930 (-$16)
Filed 2026-10-23
Blue Trust, Inc.
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$855 (-$16)
Filed 2026-10-15
49 Wealth Management, LLC
N/A
Shares— from 434,705
Change-434,705 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 434,705
Change-434,705 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 22,672
Change-22,672 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 20,355
Change-20,355 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 11,342
Change-11,342 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 8,858
Change-8,858 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 8,421
Change-8,421 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 6,350
Change-6,350 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,948
Change-2,948 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,434
Change-1,434 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 196
Change-196 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
Weaver Consulting Group
INCREASED925,378910,463+14,915+2%$34.0M$33.8M-$245.9K2026-10-07
Titleist Asset Management, LLC
INCREASED403,537396,150+7,387+2%$14.8M$14.7M-$74.2K2026-10-08
Cambridge Investment Research Advisors, Inc.
DECREASED16,48157,594-41,113-71%$2.2M$602.0K-$1.6M2026-11-02
Joel Isaacson & Co., LLC
INCREASED15,81815,768+50+0%$589.4K$577.5K-$11.8K2026-11-05
Thrivent Financial for Lutherans
DECREASED14,38118,553-4,172-22%$696.0K$523.0K-$173.0K2026-11-05
EverSource Wealth Advisors, LLC
UNCHANGED11711700%$4.4K$4.3K-$1012026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED252500%$946$930-$162026-10-23
Blue Trust, Inc.
UNCHANGED232300%$871$855-$162026-10-15
49 Wealth Management, LLC
N/A—434,705-434,705-100%$16.2M———
Alongside, LLC
N/A—434,705-434,705-100%$16.2M———
Goldman Sachs Group Inc
N/A—22,672-22,672-100%$847.4K———
M3 Advisory Group, LLC
N/A—20,355-20,355-100%$760.8K———
Osaic Holdings, Inc.
N/A—11,342-11,342-100%$424.0K———
Regatta Research & Money Management
N/A—8,858-8,858-100%$331.1K———
Financial Gravity Companies, Inc.
N/A—8,421-8,421-100%$314.8K———
Jane Street Group, LLC
N/A—6,350-6,350-100%$237.4K———
Northwestern Mutual Wealth Management Co
N/A—2,948-2,948-100%$110.2K———
UBS Group AG
N/A—1,434-1,434-100%$53.6K———
Highland Investment Advisors LLC
N/A—1,005-1,005-100%$37.6K———
Morgan Stanley
N/A—196-196-100%$7.3K———
Harbour Investments, Inc.
N/A—150-150-100%$5.6K———
AE Wealth Management LLC
N/A—18-18-100%$656———
JPMorgan Chase & Co
N/A—7-7-100%$264———
Showing 23 of 23 institutions