13F Insight
DOSSIER · 13F Holders · Q3 2026
DIVZ

ELEVATION SERIES TRUST

24 institutions still hold ELEVATION SERIES TRUST as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 210322731·24 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$86M
visible holders
Holders
24
filers reporting
Concentration
39.32%
Weaver Consulting Group #1
top holder share
AI Holders Summary · Q3 2026

24 institutions reported DIVZ in Q3 2026. Weaver Consulting Group leads at 39.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Weaver Consulting Group
CIK 0001780055
$34M925K6.57%Q3 202602
ALONGSIDE, LLC
CIK 0002113496
$16M435K3.10%Q2 202603
49 WEALTH MANAGEMENT, LLC
CIK 0002022291
$16M435K3.10%Q2 202604
TITLEIST ASSET MANAGEMENT, LLC
CIK 0001977759
$15M404K0.95%Q3 202605
GOLDMAN SACHS GROUP INC
CIK 0000886982
$847K23K0.00%Q2 202606
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$818K22K0.00%Q1 202607
M3 Advisory Group, LLC
CIK 0002014826
$761K20K0.39%Q2 202608
Joel Isaacson & Co., LLC
CIK 0001599330
$589K16K0.02%Q2 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$424K11K0.00%Q2 202610
Regatta Research & Money Management
CIK 0002137529
$331K9K0.31%Q2 202611
Financial Gravity Companies, Inc.
CIK 0001377167
$315K8K0.05%Q2 202612
Financial Gravity Asset Management, Inc.
CIK 0001741736
$313K8K0.06%Q1 202613
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$287K8K0.00%Q1 202614
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$110K3K0.00%Q2 202615
UBS Group AG
CIK 0001610520
$54K1K0.00%Q2 202616
Highland Investment Advisors LLC
CIK 0002149882
$38K1K0.02%Q2 202617
MORGAN STANLEY
CIK 0000895421
$7K1960.00%Q2 202618
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$6K1500.00%Q2 202619
EverSource Wealth Advisors, LLC
CIK 0001710537
$4K1170.00%Q2 202620
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$946250.00%Q2 2026
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