ELEVATION SERIES TRUST
Institutional coverage
17 13F filers hold $DIVZ.
13F holders
17
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
No exposure this quarterNo top-200 alpha managers currently hold $DIVZ. The institutional holders table below shows the broader 13F picture.
Institutional holders
Top 10 of 17 · Source: 13F-HR01
M3 Advisory Group, LLC
11.91% of portfolio
4,276,008 sh
02
Crossingbridge Advisors, LLC
6.91% of portfolio
778,869 sh
03
Foundation Wealth Management, LLC
1.11% of portfolio
396,060 sh
04
Sheaff Brock Investment Advisors, LLC
—
30,560 sh
05
Wiser Advisor Group LLC
0.46% of portfolio
19,922 sh
06
Rock Springs Capital Management LP
0.02% of portfolio
14,198 sh
07
Jackson Hole Capital Partners, LLC
0.06% of portfolio
8,402 sh
08
Exor N.V.
—
7,701 sh
09
BNP Paribas Asset Management Holding S.A.
0.01% of portfolio
6,505 sh
10
Brightline Capital Management, LLC
—
6,361 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $DIVZ in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $DIVZ in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 13:11 UTC.