Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / TRUESHARES SEASO
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Number of holders
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25
-
Total 13F shares, excl. options
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3.54M
-
Shares change
-
+1.45M
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Total reported value, excl. options
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$94M
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Value change
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+$38.4M
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Number of buys
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22
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Number of sells
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-6
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Price
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$26.51
Significant Holders of ELEVATION SERIES TRUST - TRUESHARES SEASO (ONEZ) as of Q3 2025
30 filings reported holding ONEZ - ELEVATION SERIES TRUST - TRUESHARES SEASO as of Q3 2025.
ELEVATION SERIES TRUST - TRUESHARES SEASO (ONEZ) has 25 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.54M shares
.
Largest 10 shareholders include AE Wealth Management LLC (2.34M shares), Lloyd Advisory Services, LLC. (238K shares), Mid-American Wealth Advisory Group, Inc. (160K shares), B.O.S.S. Retirement Advisors, LLC (132K shares), FSR Wealth Management Ltd. (132K shares), SMART Wealth LLC (111K shares), FWG Investments, LLC. (83.1K shares), HOWARD BAILEY SECURITIES, LLC (59.8K shares), LifeWealth Investments, LLC (53.2K shares), and Great Lakes Retirement, Inc. (42.2K shares).
This table shows the top 25 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.