DIVZ — ELEVATION SERIES TRUST - POLEN
As of Q2 2026, 4 SEC-registered investment managers reported holding DIVZ (ELEVATION SERIES TRUST - POLEN) in their latest 13F filings, with a combined reported value of $908.63K across 24.31K shares. That is +3407.8% by share count (+23.62K shares) versus the previous quarter, while reported value moved +3422.0%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 2 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Goldman Sachs Group history | Q2 2026 | 22.67K | $847.44K | 0.00% | New |
| UBS Group AG history | Q2 2026 | 1.43K | $53.60K | 0.00% | Add |
| Bank of America Corp history | Q3 2025 | 1.00K | $36.38K | 0.00% | New |
| Wells Fargo & Co history | Q3 2023 | 800 | $21.18K | 0.00% | Hold |
| Morgan Stanley history | Q2 2026 | 196 | $7.33K | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 7 | $264 | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q3 2025 | 1 | $36 | 0.00% | New |
New Positions (Q2 2026)
- Goldman Sachs Group 22.67K sh · $847.44K
- JPMorgan Chase & Co 7 sh · $264
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 7 funds)
| Fund | Q3 2021 | Q4 2021 | Q2 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | — | — | — | — | 13.47K | — | — | — | 22.67K |
| UBS Group AG | 1.18K | 1.27K | 646 | 4.10K | 1.92K | 261 | — | 1.17K | 167 | 22 | — | — | — | 198 | 339 | 738 | 692 | 1.43K |
| Morgan Stanley | — | — | — | — | — | — | — | 1 | 1 | 1 | 1 | 2 | 19 | 1 | 1 | 1 | 1 | 196 |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | — | — | — | — | 321 | — | — | 56 | — | 7 |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1 | — | — | — |
| Bank of America Corp | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.00K | — | — | — |
| Wells Fargo & Co | — | — | — | — | — | 800 | 800 | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details