Funds holding TrueShares Quarterly Bull Hedg
1 fund declares a position · 1 ETFs and 0 other funds · 9.3M $ · US2103224000
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | TrueShares Seasonality Laddered Buffered ETF Elevation Series Trust | 386,934 | 9.3M $ | 6.62 % | as of Apr 30, 2026 · Original filing |
Institutional managers
15 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 | |
|---|---|---|---|
| TrueMark Investments, LLC | 342,034 | 8.1M $ | as of Mar 31, 2026 |
| AE Wealth Management LLC | 112,381 | 2.6M $ | as of Mar 31, 2026 |
| Csenge Advisory Group | 34,522 | 813.7K $ | as of Mar 31, 2026 |
| HOWARD BAILEY SECURITIES, LLC | 26,971 | 635.7K $ | as of Mar 31, 2026 |
| Aegis Wealth Management, Inc. | 22,338 | 526.5K $ | as of Mar 31, 2026 |
| Integrated Wealth Management | 12,677 | 298.8K $ | as of Mar 31, 2026 |
| Key Capital Management, INC | 10,089 | 237.8K $ | as of Mar 31, 2026 |
| Elevated Capital Advisors, LLC | 787 | 18.5K $ | as of Mar 31, 2026 |
| Networth Advisors, LLC | 565 | 13.3K $ | as of Mar 31, 2026 |
| Lloyd Advisory Services, LLC. | 428 | 10.1K $ | as of Mar 31, 2026 |
| Kingdom Financial Group LLC. | 428 | 10.1K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 300 | 7.1K $ | as of Mar 31, 2026 |
| Mosley Wealth Management | 120 | 3.1K $ | as of Mar 31, 2026 |
| UBS Group AG | 79 | 1.9K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 54 | 1.3K $ | as of Mar 31, 2026 |