IDVZ Institutional Ownership
Elevation Series Trust - Polen International Dividend Income ETF
1W: -2.3%
1M: -4.7%
YTD: -5.3%
$32.81
+0.25 (+0.77%)
Weekly Expected Move ±1.5%
$32
$32
$33
$33
$34
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Institutional Ownership — IDVZ
10
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
4M
Total Invested
4
New Positions
2
Increased
4
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (13 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Cambridge Investment Research Advisors NEW | 61,542 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Weaver Consulting Group NEW | 26,377 | $865K | — | +0.0% | 1Q | SEC ↗ |
| 3 | JPMORGAN CHASE & CO | 20,989 | $689K | +6,528 | +45.1% | 4Q | SEC ↗ |
| 4 | Thrivent Financial for Lutherans | 13,748 | $451K | -2,735 | -16.6% | 4Q | SEC ↗ |
| 5 | GTS SECURITIES LLC | 11,819 | $388K | +397 | +3.5% | 2Q | SEC ↗ |
| 6 | Financial Gravity Companies, Inc. NEW | 2,296 | $75K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Financial Gravity Asset Management, In | 2,280 | $75K | -31 | -1.3% | 3Q | SEC ↗ |
| 8 | UBS Group AG NEW | 380 | $12K | — | +0.0% | 1Q | SEC ↗ |
| 9 | &PARTNERS | 0 | $0K | -6,126 | -100.0% | 1Q | SEC ↗ |
| 10 | JANE STREET GROUP, LLC | 0 | $0K | -8,018 | -100.0% | 2Q | SEC ↗ |
| 11 | CITADEL ADVISORS LLC | 0 | $0K | -38,405 | -100.0% | 3Q | SEC ↗ |
| 12 | Virtu Financial LLC | 0 | $0K | -15,346 | -100.0% | 1Q | SEC ↗ |
| 13 | 49 WEALTH MANAGEMENT, LLC | 0 | $0K | -4,045,910 | -100.0% | 6Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Cambridge Investment Research Advis | 61,542 | $2M |
| Weaver Consulting Group | 26,377 | $865K |
| Financial Gravity Companies, Inc. | 2,296 | $75K |
| UBS Group AG | 380 | $12K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| 49 WEALTH MANAGEMENT, LLC | 4,045,910 | $133M |
| CITADEL ADVISORS LLC | 38,405 | $1M |
| Virtu Financial LLC | 15,346 | $504K |
| JANE STREET GROUP, LLC | 8,018 | $263K |
| &PARTNERS | 6,126 | $201K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | +6,528 | +45.1% | 20,989 |
| GTS SECURITIES LLC | +397 | +3.5% | 11,819 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Thrivent Financial for Lutherans | -2,735 | -16.6% | 13,748 |
| Financial Gravity Asset Management, | -31 | -1.3% | 2,280 |