Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / OPAL DIVID INCOM
-
Total 13F shares
-
53,044
-
Share change
-
-5,225
-
Total reported value
-
$1,897,279
-
Price per share
-
$36.36
-
Number of holders
-
10
-
Value change
-
-$190,362
-
Number of buys
-
6
-
Number of sells
-
3
Institutional Holders of ELEVATION SERIES TRUST - OPAL DIVID INCOM (DIVZ) as of Q4 2025
As of 31 Dec 2025,
ELEVATION SERIES TRUST - OPAL DIVID INCOM (DIVZ) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
53,044 shares.
The largest 10 holders included
Thrivent Financial for Lutherans, M3 Advisory Group, LLC, Joel Isaacson & Co., LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, UBS Group AG, Financial Management Professionals, Inc., EverSource Wealth Advisors, LLC, Blue Trust, Inc., DHJJ Financial Advisors, Ltd., and AE Wealth Management LLC.
This page lists
10
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.