DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
DIVZ

ELEVATION SERIES TRUST

21 institutions still hold ELEVATION SERIES TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 210322731·21 13F holders·last filed Mar 31, 2026
Market cap
4.4%
vs prior quarter
13F value held
$206M
58.0% inst. owned
of float
Holders
21
-71 QoQ
filers reporting
Activity
+58 / −40
+835 added · −662 reduced
this quarter
Concentration
77.12%
49 WEALTH MANAGEMENT, LLC #1
top holder share
AI Holders Summary · Q1 2026

21 institutions reported DIVZ in Q1 2026. 49 WEALTH MANAGEMENT, LLC leads at 77.1% of the visible book. -71 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
49 WEALTH MANAGEMENT, LLC
CIK 0002022291
$159M4.3M11.91%Q1 2026
02
Weaver Consulting Group
CIK 0001780055
$29M779K6.91%Q1 2026
03
TITLEIST ASSET MANAGEMENT, LLC
CIK 0001977759
$15M396K1.11%Q1 2026
04
M3 Advisory Group, LLC
CIK 0002014826
$741,65020K0.46%Q1 2026
05
OSAIC HOLDINGS, INC.
CIK 0001677044
$568,88215K0.00%Q1 2026
06
Joel Isaacson & Co., LLC
CIK 0001599330
$528,56514K0.02%Q1 2026
07
Financial Gravity Companies, Inc.
CIK 0001377167
$437,88213K0.09%Q2 2025
08
Financial Gravity Asset Management, Inc.
CIK 0001741736
$312,7958K0.06%Q1 2026
09
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$286,6918K0.00%Q1 2026
10
Tower Research Capital LLC (TRC)
CIK 0001533421
$242,1677K0.01%Q1 2026
11
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$236,8066K0.00%Q1 2026
12
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$101,3343K0.00%Q1 2026
13
UBS Group AG
CIK 0001610520
$25,7626920.00%Q1 2026
14
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$5,5841500.00%Q1 2026
15
EverSource Wealth Advisors, LLC
CIK 0001710537
$4,3561170.00%Q1 2026
16
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$1,977530.00%Q1 2026
17
Blue Trust, Inc.
CIK 0001856022
$862230.00%Q1 2026
18
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$81822K0.00%Q1 2026
19
AE Wealth Management LLC
CIK 0001697723
$649170.00%Q1 2026
20
MORGAN STANLEY
CIK 0000895421
$3710.00%Q1 2026
Page 1 of 2
1 more holders available. Log in →