9 institutions reported holding $54.5M of ELEVATION SERIES TRUST POLEN (DIVZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Weaver Consulting Group ($34.0M), TITLEIST ASSET MANAGEMENT, LLC ($14.8M), Cambridge Investment Research Advisors, Inc. ($4.3M), M3 Advisory Group, LLC ($760,844), Joel Isaacson & Co., LLC ($589,371). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Weaver Consulting Group | $34.0M | 910,463 | Added |
| 2 | TITLEIST ASSET MANAGEMENT, LLC | $14.8M | 396,150 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $4.3M | 115,188 | New |
| 4 | M3 Advisory Group, LLC | $760,844 | 20,355 | Added |
| 5 | Joel Isaacson & Co., LLC | $589,371 | 15,768 | Added |
| 6 | EverSource Wealth Advisors, LLC | $4,373 | 117 | Hold |
| 7 | DHJJ Financial Advisors, Ltd. | $946 | 25 | Trimmed |
| 8 | Blue Trust, Inc. | $871 | 23 | Hold |
| 9 | AE Wealth Management LLC | $656 | 18 | Added |
Source: SEC Form 13F filings · as of 2026-06-30