IDVZ ELEVATION SERIES TRUST: institutional ownership and insider trading
8 funds reported holding $4.90M of ELEVATION SERIES TRUST in their latest 13F filings; in Q2 2026 funds net sold $137M, with 3 new positions and 3 funds selling out.
Largest institutional holders of IDVZ
- Cambridge Investment Research Advisors, Inc. — $2.12M
- Weaver Consulting Group — $1.01M
- JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) — $724K
- THRIVENT FINANCIAL FOR LUTHERANS — $473K
- GTS SECURITIES LLC — $406K
- Financial Gravity Companies, Inc. (FGCO) — $78.9K
- Financial Gravity Asset Management, Inc. — $76.5K
- UBS Group AG (UBS) — $13.1K