ONEH Institutional Ownership & Shareholders
TRUESHARES EQUITY HEDGE ETF (ONEH) is currently held by 17 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.42M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Lloyd Advisory Services, Llc. is currently the largest disclosed institutional shareholder of ONEH tracked by InsiderSet, reporting ownership valued at approximately $1.47M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.46M, representing an estimated loss of -1.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed ONEH value among the investors covered in this analysis. Major shareholders include Lloyd Advisory Services, Llc., Mid-American Wealth Advisory Group, Inc., Pom Investment Strategies, Llc, and several other long-term asset managers with concentrated positions in TRUESHARES EQUITY HEDGE ETF (ONEH).
This page ranks the largest institutional ONEH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
17
Total Reported Value
$5.42M
Largest Holder
Lloyd Advisory Services, Llc.
Largest Position
$1.47M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
19
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lloyd Advisory Services, Llc. | 0.57% | 59,760 | $1,474,841 | $1,457,361 | -$17,480 | -1.19% | |
| Mid-American Wealth Advisory Group, Inc. | 0.41% | 48,495 | $1,182,058 | $1,182,643 | +$585 | +0.05% | |
| Pom Investment Strategies, Llc | 0.50% | 25,320 | $617,172 | $617,476 | +$304 | +0.05% | |
| B.O.S.S. Retirement Advisors, Llc | 0.12% | 17,483 | $426,145 | $426,356 | +$211 | +0.05% | |
| Howard Bailey Securities, Llc | 0.15% | 16,470 | $401,454 | $401,652 | +$198 | +0.05% | |
| Elevated Capital Advisors, Llc | 0.09% | 12,758 | $314,860 | $311,128 | -$3,732 | -1.19% | |
| Aegis Wealth Management, Inc. | 0.14% | 9,697 | $236,363 | $236,480 | +$117 | +0.05% | |
| Great Lakes Retirement, Inc. | 0.02% | 8,285 | $201,946 | $202,045 | +$99 | +0.05% | |
| Integrated Wealth Management | 0.20% | 8,227 | $200,532 | $200,631 | +$99 | +0.05% | |
| Tounjian Advisory Partners, Llc | 0.07% | 6,462 | $159,487 | $157,588 | -$1,899 | -1.19% | |
| Ifg Advisory, Llc | 0.00% | 3,337 | $82,355 | $81,379 | -$976 | -1.19% | |
| Kingdom Financial Group Llc. | 0.02% | 3,081 | $76,037 | $75,136 | -$901 | -1.18% | |
| Networth Advisors, Llc | 0.01% | 937 | $23,125 | $22,851 | -$274 | -1.19% | |
| Decker Retirement Planning Inc. | 0.00% | 377 | $9,189 | $9,194 | +$5 | +0.05% | |
| Ubs Group Ag | 0.00% | 290 | $7,157 | $7,072 | -$85 | -1.18% | |
| Quest 10 Wealth Builders, Inc. | 0.00% | 232 | $5,726 | $5,658 | -$68 | -1.19% | |
| Key Capital Management, Inc | 0.00% | 132 | $3,258 | $3,219 | -$39 | -1.19% |
Frequently asked questions about ONEH
Who are the largest institutional holders of ONEH?
The largest institutional holders of ONEH reported in the latest SEC Form 13F filings include Lloyd Advisory Services, Llc., Mid-American Wealth Advisory Group, Inc., Pom Investment Strategies, Llc, B.O.S.S. Retirement Advisors, Llc, and Howard Bailey Securities, Llc. InsiderSet ranks institutional holders by their latest reported ONEH position.
What is ONEH institutional ownership?
This page tracks ONEH positions reported by institutional investment managers through SEC Form 13F. TRUESHARES EQUITY HEDGE ETF (ONEH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ONEH?
InsiderSet currently tracks 17 institutional managers reporting ONEH holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ONEH shareholders.
How much ONEH stock do institutions own?
Institutional investment managers disclosed approximately $5.42M in ONEH holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ONEH institutional ownership last updated?
The latest ONEH institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ONEH holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ONEH position after the reporting date.
Are institutions buying or selling ONEH?
Institutional buying and selling can be analyzed by comparing ONEH positions across consecutive 13F reporting periods. InsiderSet's ONEH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ONEH ownership changes.
How has ONEH institutional ownership changed over time?
InsiderSet tracks ONEH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.