Who Owns IDVZ?
ELEVATION SERIES TRUST — Institutional Ownership & 13F Holdings
$34.86
+0.62 (+1.80%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
4
Total Inst. Value
$65.0M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | 49 WEALTH MANAGEMENT, LLC | $63.9M | 2,325,575 |
| 2 | GTS SECURITIES LLC | $1.0M | 37,369 |
| 3 | Financial Gravity Asset Management, Inc. | $61K | 2,210 |
| 4 | MORGAN STANLEY | $0 | 16 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| 49 WEALTH MANAGEMENT, LLC | +2.0M | $63.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|
Frequently Asked Questions
How many institutional investors hold IDVZ?
As of Q1 2025, 4 institutional investors report holding IDVZ (ELEVATION SERIES TRUST) in their 13F filings.
Which hedge fund owns the most IDVZ?
The largest institutional holder of IDVZ is 49 WEALTH MANAGEMENT, LLC with $63.9M in shares.
Are institutions buying or selling IDVZ?
This quarter, 3 institutions opened new positions in IDVZ and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.