13F Insight
DOSSIER · 13F Holders · Q1 2026
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
—
13F value held
$207M
visible holders
Holders
21
filers reporting
Concentration
76.78%
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 76.8% of the visible book.

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 202602
Weaver Consulting Group
CIK 0001780055
$29M779K6.91%Q1 202603
TITLEIST ASSET MANAGEMENT, LLC
CIK 0001977759
$15M396K1.00%Q2 202604
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$818K22K0.00%Q1 202605
M3 Advisory Group, LLC
CIK 0002014826
$761K20K0.39%Q2 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$569K15K0.00%Q1 202607
Joel Isaacson & Co., LLC
CIK 0001599330
$529K14K0.02%Q1 202608
Financial Gravity Companies, Inc.
CIK 0001377167
$438K13K0.09%Q2 202509
Financial Gravity Asset Management, Inc.
CIK 0001741736
$313K8K0.06%Q1 202610
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$287K8K0.00%Q1 202611
Tower Research Capital LLC (TRC)
CIK 0001533421
$242K7K0.01%Q1 202612
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$237K6K0.00%Q1 202613
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$101K3K0.00%Q1 202614
UBS Group AG
CIK 0001610520
$26K6920.00%Q1 202615
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$6K1500.00%Q1 202616
EverSource Wealth Advisors, LLC
CIK 0001710537
$4K1170.00%Q2 202617
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$946250.00%Q2 202618
Blue Trust, Inc.
CIK 0001856022
$871230.00%Q2 202619
AE Wealth Management LLC
CIK 0001697723
$649170.00%Q1 202620
MORGAN STANLEY
CIK 0000895421
$3710.00%Q1 2026
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