Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / TRUESHARES OCT
-
Total 13F shares
-
259,624
-
Share change
-
+259,624
-
Total reported value
-
$11,279,899
-
Price per share
-
$43.46
-
Number of holders
-
10
-
Value change
-
+$11,279,899
-
Number of buys
-
10
Institutional Holders of ELEVATION SERIES TRUST - TRUESHARES OCT (OCTZ) as of Q3 2025
As of 30 Sep 2025,
ELEVATION SERIES TRUST - TRUESHARES OCT (OCTZ) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
259,624 shares.
The largest 10 holders included
TrueMark Investments, LLC, Authentikos Wealth Advisory, LLC, WOLVERINE TRADING, LLC, Retirement Planning Group, LLC, Aptus Capital Advisors, LLC, Weaver Consulting Group, OSAIC HOLDINGS, INC., AE Wealth Management LLC, Arax Advisory Partners, and UBS Group AG.
This page lists
10
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| 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.