Funds holding TrueShares Quarterly Bear Hedg
1 fund declares a position · 1 ETFs and 0 other funds · 5.7M $ · US2103225098
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | TrueShares Seasonality Laddered Buffered ETF Elevation Series Trust | 239,245 | 5.7M $ | 4.05 % | as of Apr 30, 2026 · Original filing |
Institutional managers
31 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| AE Wealth Management LLC | 936,998 | 22.6M $ | as of Mar 31, 2026 |
| TrueMark Investments, LLC | 372,048 | 9M $ | as of Mar 31, 2026 |
| Mid-American Wealth Advisory Group, Inc. | 337,316 | 8.1M $ | as of Mar 31, 2026 |
| Authentikos Wealth Advisory, LLC | 173,808 | 4.2M $ | as of Mar 31, 2026 |
| Elevated Capital Advisors, LLC | 111,442 | 2.7M $ | as of Mar 31, 2026 |
| Wellment Financial | 89,066 | 2.1M $ | as of Mar 31, 2026 |
| POM Investment Strategies, LLC | 73,396 | 1.8M $ | as of Mar 31, 2026 |
| SMART Wealth LLC | 44,145 | 1.1M $ | as of Mar 31, 2026 |
| Outlook Wealth Advisors, LLC | 41,350 | 997.9K $ | as of Mar 31, 2026 |
| Csenge Advisory Group | 38,935 | 939.6K $ | as of Mar 31, 2026 |
| FWG Investments, LLC. | 36,628 | 883.9K $ | as of Mar 31, 2026 |
| FSA Advisors, Inc. | 29,346 | 708.2K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 29,171 | 704K $ | as of Mar 31, 2026 |
| Integrated Wealth Management | 27,560 | 665.1K $ | as of Mar 31, 2026 |
| Networth Advisors, LLC | 23,306 | 562.4K $ | as of Mar 31, 2026 |
| HOWARD BAILEY SECURITIES, LLC | 18,778 | 453.2K $ | as of Mar 31, 2026 |
| Quest 10 Wealth Builders, Inc. | 11,505 | 277.7K $ | as of Mar 31, 2026 |
| Aegis Wealth Management, Inc. | 10,522 | 253.9K $ | as of Mar 31, 2026 |
| Blackston Financial Advisory Group, LLC | 9,337 | 225.3K $ | as of Mar 31, 2026 |
| Key Capital Management, INC | 7,375 | 178K $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 4,968 | 120.4K $ | as of Mar 31, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | 2,988 | 72.1K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 2,359 | 56.9K $ | as of Mar 31, 2026 |
| UBS Group AG | 1,714 | 41.4K $ | as of Mar 31, 2026 |
| Mosley Wealth Management | 1,078 | 26.6K $ | as of Mar 31, 2026 |