Who Owns ELEVATION SERIES TRUST (IDVZ)?Hedge Fund & Institutional Holders
$33.04-0.04 (-0.11%)BATS
Institutional Holders
43
as of Q4 2025
Total Institutional Value
$1.1645400083910004e+150T
% of Float Held
—
QoQ Change in Holders
+13 / -5
Price History
IDVZ — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| 49 WEALTH MANAGEMENT, LLC | Increased | +512K | +$19.5B |
| TrueMark Investments, LLC | New Position | +208K | +$8.4B |
| Lloyd Advisory Services, LLC. | New Position | +91K | +$3.7B |
| B.O.S.S. Retirement Advisors, LLC | New Position | +26K | +$1.0B |
| HOWARD BAILEY SECURITIES, LLC | New Position | +23K | +$918.0M |
| Outlook Wealth Advisors, LLC | New Position | +17K | +$687.0M |
| OLD MISSION CAPITAL LLC | New Position | +16K | +$659.0M |
| LifeWealth Investments, LLC | New Position | +13K | +$532.0M |
| FWG Investments, LLC. | New Position | +7K | +$299.0M |
| Capital Investment Advisory Services, LLC | New Position | +7K | +$268.0M |
| Csenge Advisory Group | New Position | +5K | +$204.0M |
| Kingdom Financial Group LLC. | New Position | +5K | +$199.0M |
| Quest 10 Wealth Builders, Inc. | New Position | +3K | +$135.0M |
| SMART Wealth LLC | Increased | +2K | +$55.4M |
| DHJJ Financial Advisors, Ltd. | New Position | +615 | +$24.0M |
IDVZ — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Great Lakes Retirement, Inc. | Decreased | -877 | -$565.1M |
| CITADEL ADVISORS LLC | Decreased | -9K | -$456.4M |
| &PARTNERS | Closed Position | -13K | -$400.2M |
| GTS SECURITIES LLC | Closed Position | -9K | -$268.8M |
| FSA Advisors, Inc. | Closed Position | -5K | -$217.8M |
| Weaver Consulting Group | Decreased | -2K | -$92.7M |
| UBS Group AG | Decreased | -2K | -$84.5M |
| Elevated Capital Advisors, LLC | Decreased | -1K | -$59.7M |
| Richard W. Paul & Associates, LLC | Closed Position | -45 | -$1.8M |
| FMR LLC | Closed Position | -1 | -$0 |
Top Institutional Holders(Q4 2025)
IDVZ Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 35 | $137.3B | +18 |
| Q3 2025 | 17 | $103.6B | +13 |
| Q2 2025 | 4 | $82.1B | +0 |
| Q1 2025 | 4 | $65.0B | +1 |
| Q4 2024 | 3 | $8.1B | — |
As of Q4 2025, 43 institutional investors hold IDVZ (ELEVATION SERIES TRUST). The largest holder is 49 WEALTH MANAGEMENT, LLC with $116.5B in shares. This quarter, 13 institutions opened new positions and 5 closed their positions.
Frequently Asked Questions
How many hedge funds own IDVZ?
As of Q4 2025, 43 institutional investors report holding IDVZ (ELEVATION SERIES TRUST) in their 13F filings.
Who is the largest institutional holder of IDVZ?
The largest institutional holder of IDVZ is 49 WEALTH MANAGEMENT, LLC with $116.5B in shares.
Is institutional ownership of IDVZ increasing or decreasing?
This quarter, 13 institutions opened new positions in IDVZ and 5 closed their positions.