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Alongside’s Polen Dividend Income ETF DIVZ Stock Holding History

Alongside’s Portfolio DIVZ Stock Details DIVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$37M Buy
1,014,386
+579,681
+133% +$22.1M 4.1% 3
2026
Q2 		$16.2M Buy
+434,705
New +$16.3M 3.1% 7

Other funds holding DIVZ

49 Wealth Management
49 Wealth Management Austin, Texas $1.66B AUM 9.74% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
M3 Advisory Group
M3 Advisory Group Needham Heights, Massachusetts $201M AUM 25.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Financial Gravity Asset Management
Financial Gravity Asset Management Lakeway, Texas $621M AUM
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Alongside's DIVZ Position: Q3 2026 in Review

Alongside increased its Polen Dividend Income ETF (DIVZ) stake by 133% in Q3 2026, buying an estimated $22.1M and bringing the position to 1,014,386 shares worth $37M. The position accounts for 4.1% of the portfolio, ranked #3.

Alongside first reported a position in DIVZ in Q2 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold DIVZ as of Q3 2026.

  • Alongside held 1,014,386 shares of Polen Dividend Income ETF worth $37M as of Q3 2026.
  • Alongside bought 579,681 Polen Dividend Income ETF shares in Q3 2026, an estimated $22.1M.
  • Polen Dividend Income ETF made up 4.1% of Alongside's portfolio in Q3 2026, its #3 holding.
  • Alongside first reported a position in Polen Dividend Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q3 2026.

Based on Alongside's 13F filing for Q3 2026, filed 13 Nov 2026.