ELEVATION SERIES TRUST - OPAL INTL INCOME (IDVZ) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2024 to Q3 2025

Type / Class
Equity / OPAL INTL INCOME
Symbol
IDVZ
Price per share
$31.82
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
3,252,016
Total reported value
$100,047,798
% of total 13F portfolios
0%
Share change
+444,772
Value change
+$13,682,655
Number of holders
10
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 10 institutional investors reported holding 3,252,016 shares of ELEVATION SERIES TRUST - OPAL INTL INCOME (IDVZ).

Institutional Holders of ELEVATION SERIES TRUST - OPAL INTL INCOME (IDVZ) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 3,252,016 $100,047,798 +$13,682,655 $30.77 10
2025 Q2 2,807,274 $82,140,822 +$13,067,162 $29.26 3
2025 Q1 2,365,170 $64,994,876 +$55,991,979 $27.48 4
2024 Q4 327,282 $8,064,255 +$8,064,255 $24.66 2