TRUESHR SEASONALITY LA B ETF (ONEZ) Institutional Ownership Changes & 13F Activity

TRUESHR SEASONALITY LA B ETF (ONEZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lloyd Advisory Services, Llc., Wellment Financial, Pom Investment Strategies, Llc, Howard Bailey Securities, Llc, and B.O.S.S. Retirement Advisors, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Fsa Advisors, Inc.Buy+64,709+128.5%115,085$3.18MQ2 2026Aug 17, 2026
Blackston Financial Advisory Group, LlcBuy+26,22526,225$723.55KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+21,50721,507$593.38KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+7,6817,681$211.92KQ2 2026Aug 14, 2026
Authentikos Wealth Advisory, LlcBuy+6,204+40.9%21,384$590.00KQ2 2026Aug 14, 2026
Integrated Wealth ManagementBuy+102,628+186.3%157,722$4.35MQ2 2026Aug 11, 2026
Richmond Brothers, Inc.Buy+98,06198,061$2.71MQ2 2026Aug 11, 2026
Howard Bailey Securities, LlcBuy+127,166+183.7%196,388$5.42MQ2 2026Aug 10, 2026
Csenge Advisory GroupBuy+19,000+63.2%49,075$1.35MQ2 2026Aug 10, 2026
Lloyd Advisory Services, Llc.Buy+679,274+4557.4%694,179$19.15MQ2 2026Aug 07, 2026
Tounjian Advisory Partners, LlcBuy+100,246100,246$2.77MQ2 2026Aug 07, 2026
Kingdom Financial Group Llc.Buy+20,940+140.5%35,845$988.96KQ2 2026Aug 07, 2026
Smart Wealth LlcBuy+72,392+59.0%195,065$5.38MQ2 2026Aug 06, 2026
Golden Reserve Retirement LlcBuy+19,783+95.7%40,450$1.12MQ2 2026Aug 04, 2026
Mcadam, LlcBuy+8,2468,246$227.51KQ2 2026Aug 04, 2026
Outlook Wealth Advisors, LlcBuy+88,936+340.7%115,043$3.17MQ2 2026Aug 03, 2026
Envestnet Asset Management IncBuy+81,37481,374$2.25MQ2 2026Aug 03, 2026
Elevated Capital Advisors, LlcBuy+56,023+64.4%143,052$3.95MQ2 2026Aug 03, 2026
Pom Investment Strategies, LlcBuy+168,526+358.6%215,521$5.95MQ2 2026Jul 31, 2026
Great Lakes Retirement, Inc.Buy+55,535+150.3%92,484$2.55MQ2 2026Jul 30, 2026
Fwg Investments, Llc.Buy+99,087+112.7%187,004$5.16MQ2 2026Jul 28, 2026
Key Capital Management, IncBuy+3,131+131.8%5,506$151.91KQ2 2026Jul 28, 2026
Centennial Advisors, LlcBuy+49,284+172.4%77,868$2.15MQ2 2026Jul 27, 2026
Quest 10 Wealth Builders, Inc.Buy+27,534+95.8%56,277$1.55MQ2 2026Jul 24, 2026
Wellment FinancialBuy+195,747+141.2%334,374$9.23MQ2 2026Jul 23, 2026
Mosley Wealth ManagementBuy+62,043+1665.6%65,768$1.81MQ2 2026Jul 23, 2026
Networth Advisors, LlcBuy+57,408+303.4%76,330$2.11MQ2 2026Jul 22, 2026
Evolution Wealth Management Inc.Buy+555+23.0%2,972$82.00KQ2 2026Jul 21, 2026
B.O.S.S. Retirement Advisors, LlcBuy+122,092+164.6%196,263$5.41MQ2 2026Jul 20, 2026
Lifewealth Investments, LlcBuy+39,574+105.3%77,154$2.13MQ2 2026Jul 16, 2026
Showing 30 of 42

Frequently asked questions about ONEZ activity

  • Which institutional owners are buying ONEZ?

    Institutional owners buying ONEZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in ONEZ activity?

    "Buy" means an investor increased their reported position in ONEZ compared to the prior reporting period. This reflects growing exposure to TRUESHR SEASONALITY LA B ETF (ONEZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in ONEZ increasing?

    Institutional interest in ONEZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.