10 institutions reported holding $138.0M of ELEVATION SERIES TRUST (IDVZ) in SEC 13F filings for 2026-03-31. Largest institutional holders: 49 WEALTH MANAGEMENT, LLC ($135.8M), Thrivent Financial for Lutherans ($547,000), Virtu Financial LLC ($515,000), JPMORGAN CHASE & CO ($475,635), GTS SECURITIES LLC ($383,414). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | 49 WEALTH MANAGEMENT, LLC | $135.8M | 4.0M | Added |
| 2 | Thrivent Financial for Lutherans | $547,000 | 16,483 | Trimmed |
| 3 | Virtu Financial LLC | $515,000 | 15,346 | New |
| 4 | JPMORGAN CHASE & CO | $475,635 | 14,461 | Added |
| 5 | GTS SECURITIES LLC | $383,414 | 11,422 | New |
| 6 | &PARTNERS | $205,628 | 6,126 | New |
| 7 | Financial Gravity Asset Management, Inc. | $76,531 | 2,280 | Trimmed |
| 8 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 9 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 10 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31