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

ELEVATION SERIES TRUST

10 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 210322707·10 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$4M
visible holders
Holders
10
filers reporting
Concentration
26.22%
Weaver Consulting Group #1
top holder share
AI Holders Summary · Q3 2026

10 institutions reported IDVZ in Q3 2026. Weaver Consulting Group leads at 26.2% 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
$1M31K0.20%Q3 202602
JPMORGAN CHASE & CO
CIK 0000019617
$724K21K0.00%Q2 202603
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$581K18K0.00%Q3 202604
Virtu Financial LLC
CIK 0001533964· Market maker
$515K15K0.02%Q1 202605
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$451K14K0.00%Q3 202606
GTS SECURITIES LLC
CIK 0001452765· Market maker
$406K12K0.01%Q2 202607
Financial Gravity Companies, Inc.
CIK 0001377167
$79K2K0.01%Q2 202608
Financial Gravity Asset Management, Inc.
CIK 0001741736
$77K2K0.01%Q1 202609
UBS Group AG
CIK 0001610520
$13K3800.00%Q2 202610
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025