ELEVATION SERIES TRUST (IDVZ)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
5
Reporting holders
$2.1M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Weaver Consulting Group | $906.3K | 26,377 | 0.19% | new | NEW |
| JPMORGAN CHASE & CO | $723.9K | 20,989 | 0.00% | 4q | +45.1%+$225.1K |
| GTS SECURITIES LLC | $406.1K | 11,819 | 0.01% | 2q | +3.5%+$13.6K |
| Financial Gravity Companies, Inc. | $78.9K | 2,296 | 0.01% | 2q | +2.5%+$1.9K |
| UBS Group AG | $13.1K | 380 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $4.2K | 123,084 | 0.00% | new | NEW |
| Thrivent Financial for Lutherans | $473 | 13,748 | 0.00% | 4q | -16.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 5 | $2.1M | 61,861 | 2 | 3 | 0 | 0.0% |
| Q1 2026 | 5 | $137.0M | 4,080,199 | 2 | 2 | 1 | 0.0% |
| Q4 2025 | 6 | $118.0M | 3,713,816 | 0 | 2 | 4 | 0.0% |
| Q3 2025 | 9 | $99.5M | 3,234,978 | 6 | 3 | 0 | 0.0% |
| Q2 2025 | 3 | $82.1M | 2,807,274 | 2 | 1 | 0 | 0.0% |
| Q1 2025 | 4 | $65.0M | 2,365,170 | 3 | 1 | 0 | 0.0% |
| Q4 2024 | 2 | $8.1M | 327,282 | 2 | 0 | 0 | 0.0% |