Who owns IDVZ?
Polen International Dividend Income ETF · Polen
7 institutions reported holding IDVZ, worth $6.8M, in Form 13F filings for June 30, 2026.
Top 7 institutional holders of IDVZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $4.2M | 123,084 | New position |
| Weaver Consulting Group | Huntington Beach, CA | $906K | 26,377 | New position |
| JPMorgan Chase & Co | New York, NY | $724K | 20,989 | +6,528 shares |
| Thrivent Financial for Lutherans | Minneapolis, MN | $473K | 13,748 | −2,735 shares |
| GTS Securities LLC | New York, NY | $406K | 11,819 | +397 shares |
| Financial Gravity Companies, Inc. | Lakeway, TX | $79K | 2,296 | New position |
| UBS Group AG | Zurich, Switzerland | $13K | 380 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IDVZ?
7 institutional managers reported holding IDVZ in Form 13F filings for June 30, 2026, worth $6.8M in total. The largest reported position was held by Cambridge Investment Research Advisors, Inc., at $4.2M.
Did institutions buy or sell IDVZ last quarter?
Reported 13F value fell 95.0% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IDVZ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.