Q1 2025 13F Holders as of 31 Mar 2025
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Type / Class
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Equity / TRUESHARES SEASO
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Number of holders
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9
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Total 13F shares, excl. options
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984K
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Shares change
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+984K
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Total reported value, excl. options
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$23.3M
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Value change
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+$23.3M
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Number of buys
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9
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Price
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$23.69
Significant Holders of ELEVATION SERIES TRUST - TRUESHARES SEASO (ONEZ) as of Q1 2025
9 filings reported holding ONEZ - ELEVATION SERIES TRUST - TRUESHARES SEASO as of Q1 2025.
ELEVATION SERIES TRUST - TRUESHARES SEASO (ONEZ) has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 984K shares
.
Largest 9 shareholders include AE Wealth Management LLC (784K shares), FSR Wealth Management Ltd. (54.7K shares), SMART Wealth LLC (53K shares), FWG Investments, LLC. (41.5K shares), Weaver Consulting Group (15K shares), Quest 10 Wealth Builders, Inc. (12.6K shares), Csenge Advisory Group (11.8K shares), FSA Advisors, Inc. (10.7K shares), and Lord & Richards Wealth Management, LLC (836 shares).
This table shows the top 9 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.