Elevation Series Trust (DIVZ) Hedge Fund Ownership (Q2 2026)

Elevation Series Trust (DIVZ)

23 + Investors. Track Smart Money conviction in DIVZ. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — DIVZ

Based on 23 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added DIVZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

23 hedge funds hold DIVZ right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q

+4 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 67% buying

16 buying8 selling

Last quarter: 16 funds were net buyers (7 opened a brand new position + 9 added to an existing one). Only 8 were sellers (5 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 8 → 3 → 2 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 22% medium ■ 35% new

10 out of 23 hedge funds have held DIVZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📊

Peak discovery — momentum slowing

7 → 8 → 3 → 2 → 7 new funds/Q

New funds entering each quarter: 8 → 3 → 2 → 7. DIVZ is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

📊

Mixed cohorts — 35% veterans, 43% new entrants

■ 35% veterans ■ 22% 1-2yr ■ 43% new

Of 23 current holders: 8 (35%) held 2+ years, 5 held 1–2 years, 10 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds

5 of 23 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	23	19	21.05%
13F Shares	2M	6M	-65.49%
Total Value	$69M	$206M	-66.59%
New Positions	7	2	+5
Increased Positions	9	5	+4
Closed Positions	3	3	-
Reduced Positions	5	8	-3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

21.05%

13F Shares

-65.49%

Total Value

$69M

$206M

-66.59%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-3

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

23 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DIVZ. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 21 DIVZ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Weaver Consulting Group	6.98%	910,463	$34.0M
2	49 Wealth Management, LLC	3.10%	434,705	$16.2M
3	Titleist Asset Management, LLC	1.00%	396,150	$14.8M
4	M3 Advisory Group, LLC	0.39%	20,355	$761K
5	Regatta Research & Money Management	0.31%	8,858	$331K
6	Financial Gravity Companies, Inc.	0.05%	8,421	$315K
7	Joel Isaacson & Co., LLC	0.02%	15,768	$589K
8	Highland Investment Advisors LLC	0.02%	1,005	$38K
9	Osaic Holdings, INC.	0.00%	11,342	$424K
10	DHJJ Financial Advisors, Ltd.	0.00%	25	—
11	EverSource Wealth Advisors, LLC	0.00%	117	$4K
12	Harbour Investments, INC.	0.00%	150	$6K
13	Goldman Sachs Group Inc	0.00%	22,672	$847K
14	Northwestern Mutual Wealth Management Co	0.00%	2,948	$110K
15	Jane Street Group, LLC	0.00%	6,350	$237K
16	Blue Trust, Inc.	0.00%	23	—
17	UBS Group AG	0.00%	1,434	$54K
18	AE Wealth Management LLC	0.00%	18	—
19	Integrated Wealth Concepts LLC	0.00%	12	—
20	Morgan Stanley	0.00%	196	$7K
21	Jpmorgan Chase & Co	0.00%	7	—

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Elevation Series Trust (DIVZ)

What does the Smart Money Trend signal show for DIVZ?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added DIVZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DIVZ?

More buyers than sellers — 67% buying: Last quarter: 16 funds were net buyers (7 opened a brand new position + 9 added to an existing one). Only 8 were sellers (5 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DIVZ holders?

Smaller funds dominant — 1% AUM from top-100: 5 of 23 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DIVZ?

43% of holders stayed for 2+ years: 10 out of 23 hedge funds have held DIVZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Elevation Series Trust (DIVZ)

Smart Money Signals — DIVZ

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +21% more funds vs a year ago

More buyers than sellers — 67% buying

Steady new buyers — ~7 new funds per quarter

43% of holders stayed for 2+ years

Peak discovery — momentum slowing

Mixed cohorts — 35% veterans, 43% new entrants

Smaller funds dominant — 1% AUM from top-100

Institutional Sentiment Summary — DIVZ

Hedge Fund Ownership: DIVZ

Market Analysis: DIVZ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DIVZ

Hedge Fund Positioning: DIVZ

Statistics: DIVZ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Elevation Series Trust (DIVZ)

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