ELEVATION SERIES TRUST

IDVZ (ELEVATION SERIES TRUST) is held by 2 institutional investors as of Q2 2026. Largest holders: JPMORGAN CHASE & CO ($723,873), UBS Group AG ($13,057). Net institutional sentiment: Mixed.

2

Holders

$736,930

Total Value

50% (4)

Consensus

2 buying - 2 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

ID

Smart Money Verdict

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Institutional (13F)69

Insider (Form 4)72

Activist (13D/13G)61

Congressional (STOCK Act)25

Holder Quality

74

★★★★★

Elite

68

★★★★

Strong

82

★★★

Solid

40

★★

Below

85

★

Weak

Held by 2 funds

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for IDVZ.

Top Holders

Top Holders (2)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
JPMORGAN CHASE & CO	Increased	20,989(+45.1%)	$723,873	0.0%	+0.15%	23
UBS Group AG	New	380	$13,057	0.0%	-2.59%	27
Virtu Financial LLC	Exited	0(-100.0%)	$515,000	0.0%	+3.32%	0
&PARTNERS	Exited	0(-100.0%)	$205,628	0.0%	+3.32%	0

IDIDVZELEVATION SERIES TRUST

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer