Q3 2025 13F Holders as of 30 Sep 2025
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Type / Class
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Equity / TRUESHARES OCT
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Number of holders
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10
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Total 13F shares, excl. options
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260K
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Shares change
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+260K
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Total reported value, excl. options
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$11.3M
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Value change
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+$11.3M
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Number of buys
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10
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Price
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$43.46
Significant Holders of ELEVATION SERIES TRUST - TRUESHARES OCT (OCTZ) as of Q3 2025
10 filings reported holding OCTZ - ELEVATION SERIES TRUST - TRUESHARES OCT as of Q3 2025.
ELEVATION SERIES TRUST - TRUESHARES OCT (OCTZ) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 260K shares
.
Largest 10 shareholders include TrueMark Investments, LLC (185K shares), Authentikos Wealth Advisory, LLC (49.9K shares), WOLVERINE TRADING, LLC (5.68K shares), Retirement Planning Group, LLC (5.5K shares), Aptus Capital Advisors, LLC (5.5K shares), Weaver Consulting Group (4.75K shares), OSAIC HOLDINGS, INC. (1.3K shares), AE Wealth Management LLC (1.07K shares), Arax Advisory Partners (600 shares), and UBS Group AG (36 shares).
This table shows the top 10 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.