TRUESHR SEASONALITY LA B ETF (ONEZ) Institutional Shareholders
TRUESHR SEASONALITY LA B ETF (ONEZ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $100.95M in ONEZ holdings during the latest filing period.
Lloyd Advisory Services, Llc. is currently the largest disclosed institutional shareholder of ONEZ tracked by InsiderSet, reporting ownership valued at approximately $19.15M 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 $19.41M, representing an estimated gain of +1.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed ONEZ value among the investors covered in this analysis. Major shareholders include Lloyd Advisory Services, Llc., Wellment Financial, Pom Investment Strategies, Llc, and several other long-term asset managers with concentrated positions in TRUESHR SEASONALITY LA B ETF (ONEZ).
This page ranks the largest institutional ONEZ 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
34
Total Reported Value
$100.95M
Largest Holder
Lloyd Advisory Services, Llc.
Largest Position
$19.15M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
42
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. | 7.42% | 694,179 | $19,152,407 | $19,409,245 | +$256,838 | +1.34% | |
| Wellment Financial | 10.51% | 334,374 | $9,225,383 | $9,349,097 | +$123,714 | +1.34% | |
| Pom Investment Strategies, Llc | 6.74% | 215,521 | $5,946,224 | $6,025,967 | +$79,743 | +1.34% | |
| Howard Bailey Securities, Llc | 2.03% | 196,388 | $5,418,353 | $5,491,008 | +$72,655 | +1.34% | |
| B.O.S.S. Retirement Advisors, Llc | 1.46% | 196,263 | $5,414,906 | $5,487,513 | +$72,607 | +1.34% | |
| Smart Wealth Llc | 1.16% | 195,065 | $5,381,842 | $5,454,017 | +$72,175 | +1.34% | |
| Fwg Investments, Llc. | 2.73% | 187,004 | $5,159,451 | $5,228,632 | +$69,181 | +1.34% | |
| Integrated Wealth Management | 4.60% | 157,722 | $4,351,545 | $4,409,907 | +$58,362 | +1.34% | |
| Elevated Capital Advisors, Llc | 1.09% | 143,052 | $3,946,805 | $3,999,734 | +$52,929 | +1.34% | |
| Mid-American Wealth Advisory Group, Inc. | 1.25% | 125,415 | $3,460,198 | $3,506,603 | +$46,405 | +1.34% | |
| Fsa Advisors, Inc. | 1.46% | 115,085 | $3,175,198 | $3,217,777 | +$42,579 | +1.34% | |
| Outlook Wealth Advisors, Llc | 0.68% | 115,043 | $3,168,658 | $3,216,602 | +$47,944 | +1.51% | |
| Tounjian Advisory Partners, Llc | 1.18% | 100,246 | $2,765,780 | $2,802,878 | +$37,098 | +1.34% | |
| Richmond Brothers, Inc. | 1.41% | 98,061 | $2,705,505 | $2,741,786 | +$36,281 | +1.34% | |
| Great Lakes Retirement, Inc. | 0.23% | 92,484 | $2,551,630 | $2,585,853 | +$34,223 | +1.34% | |
| Envestnet Asset Management Inc | 0.00% | 81,374 | $2,245,109 | $2,275,217 | +$30,108 | +1.34% | |
| Centennial Advisors, Llc | 2.56% | 77,868 | $2,148,390 | $2,177,189 | +$28,799 | +1.34% | |
| Lifewealth Investments, Llc | 0.57% | 77,154 | $2,128,693 | $2,157,226 | +$28,533 | +1.34% | |
| Networth Advisors, Llc | 1.22% | 76,330 | $2,105,954 | $2,134,187 | +$28,233 | +1.34% | |
| Mosley Wealth Management | 0.58% | 65,768 | $1,814,539 | $1,838,873 | +$24,334 | +1.34% | |
| Quest 10 Wealth Builders, Inc. | 1.21% | 56,277 | $1,552,682 | $1,573,505 | +$20,823 | +1.34% | |
| Csenge Advisory Group | 0.06% | 49,075 | $1,353,976 | $1,372,137 | +$18,161 | +1.34% | |
| Golden Reserve Retirement Llc | 0.18% | 40,450 | $1,116,016 | $1,130,982 | +$14,966 | +1.34% | |
| Kingdom Financial Group Llc. | 0.25% | 35,845 | $988,960 | $1,002,226 | +$13,266 | +1.34% | |
| Aegis Wealth Management, Inc. | 0.59% | 32,997 | $910,387 | $922,596 | +$12,209 | +1.34% | |
| Blackston Financial Advisory Group, Llc | 0.41% | 26,225 | $723,548 | $733,251 | +$9,703 | +1.34% | |
| Ifg Advisory, Llc | 0.02% | 21,507 | $593,378 | $601,336 | +$7,958 | +1.34% | |
| Authentikos Wealth Advisory, Llc | 0.38% | 21,384 | $589,996 | $597,897 | +$7,901 | +1.34% | |
| Mcadam, Llc | 0.01% | 8,246 | $227,507 | $230,558 | +$3,051 | +1.34% | |
| Susquehanna International Group, Llp | 0.00% | 7,681 | $211,919 | $214,761 | +$2,842 | +1.34% | |
| Decker Retirement Planning Inc. | 0.06% | 6,138 | $169,347 | $171,618 | +$2,271 | +1.34% | |
| Key Capital Management, Inc | 0.08% | 5,506 | $151,911 | $153,948 | +$2,037 | +1.34% | |
| Evolution Wealth Management Inc. | 0.05% | 2,972 | $81,997 | $83,097 | +$1,100 | +1.34% | |
| Corecap Advisors, Llc | 0.00% | 256 | $7,063 | $7,158 | +$95 | +1.34% |
Frequently asked questions about ONEZ
Who owns the most ONEZ stock?
The largest holders of ONEZ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for TRUESHR SEASONALITY LA B ETF (ONEZ).
Is ONEZ widely held by superinvestors?
Many widely followed stocks like ONEZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ONEZ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.