Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / TRUESHARES SEASO
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Number of holders
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26
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Total 13F shares, excl. options
-
2.1M
-
Shares change
-
+1.11M
-
Total reported value, excl. options
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$53M
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Value change
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+$28.1M
-
Number of buys
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24
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Number of sells
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-1
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Price
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$25.27
Significant Holders of ELEVATION SERIES TRUST - TRUESHARES SEASO (ONEZ) as of Q2 2025
27 filings reported holding ONEZ - ELEVATION SERIES TRUST - TRUESHARES SEASO as of Q2 2025.
ELEVATION SERIES TRUST - TRUESHARES SEASO (ONEZ) has 26 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.1M shares
.
Largest 10 shareholders include AE Wealth Management LLC (1.47M shares), Lloyd Advisory Services, LLC. (126K shares), FSR Wealth Management Ltd. (87.2K shares), B.O.S.S. Retirement Advisors, LLC (74.7K shares), SMART Wealth LLC (70.2K shares), FWG Investments, LLC. (56.5K shares), HOWARD BAILEY SECURITIES, LLC (31.6K shares), LifeWealth Investments, LLC (28.4K shares), Great Lakes Retirement, Inc. (23.2K shares), and FSA Advisors, Inc. (21.3K shares).
This table shows the top 26 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.