ELEVATION SERIES TRUST - OPAL DIVID INCOM (DIVZ) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2025 to Q3 2025

Type / Class
Equity / OPAL DIVID INCOM
Symbol
DIVZ
Price per share
$36.52
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
1,461,249
Total reported value
$53,161,112
% of total 13F portfolios
0%
Share change
+50,141
Value change
+$1,911,732
Number of holders
20
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 20 institutional investors reported holding 1,461,249 shares of ELEVATION SERIES TRUST - OPAL DIVID INCOM (DIVZ).

Institutional Holders of ELEVATION SERIES TRUST - OPAL DIVID INCOM (DIVZ) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 1,461,249 $53,161,112 +$1,911,732 $36.39 20
2025 Q2 1,423,611 $49,859,244 +$49,859,213 $35.02 18