Who Owns ELEVATION SERIES TRUST (DIVZ)? -- Institutional Holders (2026-06-30)

25 institutions reported holding $87.9M of ELEVATION SERIES TRUST (DIVZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Weaver Consulting Group ($34.0M), 49 WEALTH MANAGEMENT, LLC ($16.2M), ALONGSIDE, LLC ($16.2M), TITLEIST ASSET MANAGEMENT, LLC ($14.8M), Cambridge Investment Research Advisors, Inc. ($2.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Weaver Consulting Group	$34.0M	910,463	Added
2	49 WEALTH MANAGEMENT, LLC	$16.2M	434,705	Trimmed
3	ALONGSIDE, LLC	$16.2M	434,705	New
4	TITLEIST ASSET MANAGEMENT, LLC	$14.8M	396,150	Added
5	Cambridge Investment Research Advisors, Inc.	$2.2M	57,594	New
6	GOLDMAN SACHS GROUP INC	$847,439	22,672	New
7	M3 Advisory Group, LLC	$760,844	20,355	Added
8	Thrivent Financial for Lutherans	$696,000	18,553	Trimmed
9	Joel Isaacson & Co., LLC	$589,371	15,768	Added
10	OSAIC HOLDINGS, INC.	$423,974	11,342	Trimmed
11	Regatta Research & Money Management	$331,097	8,858	New
12	Financial Gravity Companies, Inc.	$314,769	8,421	Trimmed
13	JANE STREET GROUP, LLC	$237,352	6,350	Trimmed
14	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$110,190	2,948	Added
15	UBS Group AG	$53,600	1,434	Added
16	Highland Investment Advisors LLC	$37,577	1,005	New
17	MORGAN STANLEY	$7,326	196	Added
18	HARBOUR INVESTMENTS, INC.	$5,607	150	Hold
19	EverSource Wealth Advisors, LLC	$4,373	117	Hold
20	DHJJ Financial Advisors, Ltd.	$946	25	Trimmed
21	Blue Trust, Inc.	$871	23	Hold
22	AE Wealth Management LLC	$656	18	Added
23	JPMORGAN CHASE & CO	$264	7	New
24	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$0	0	Exited
25	Tower Research Capital LLC (TRC)	$0	0	Exited

来源：SEC 13F 申报文件 · 截至 2026-06-30