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Trueshares Equity Hedge ETF (ONEH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
TrueMark Investments, LLC
NEW
Shares606,682
Change+606,682
Value$14.8M
Filed 2026-11-05
Lloyd Advisory Services, Llc.
DECREASED
Shares58,986 from 59,760
Change-774 (-1%)
Value$1.4M (-$37.1K)
Filed 2026-11-02
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares48,495 from 41,053
Change+7,442 (+18%)
Value$1.2M (+$168.9K)
Filed 2026-10-21
POM Investment Strategies, LLC
INCREASED
Shares25,320 from 408
Change+24,912 (+6106%)
Value$617.2K (+$607.1K)
Filed 2026-10-20
Elevated Capital Advisors, LLC
INCREASED
Shares20,259 from 12,758
Change+7,501 (+59%)
Value$493.8K (+$179.0K)
Filed 2026-11-04
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares17,483 from 18,106
Change-623 (-3%)
Value$426.1K (-$20.7K)
Filed 2026-10-26
Howard Bailey Securities, LLC
DECREASED
Shares16,470 from 17,248
Change-778 (-5%)
Value$401.5K (-$24.2K)
Filed 2026-10-27
Aegis Wealth Management, Inc.
NEW
Shares9,697
Change+9,697
Value$236.4K
Filed 2026-10-26
Great Lakes Retirement, Inc.
DECREASED
Shares8,285 from 8,957
Change-672 (-7%)
Value$201.9K (-$19.1K)
Filed 2026-10-26
Integrated Wealth Management
DECREASED
Shares8,227 from 8,283
Change-56 (-1%)
Value$200.5K (-$3.9K)
Filed 2026-10-19
Tounjian Advisory Partners, LLC
DECREASED
Shares5,973 from 6,462
Change-489 (-8%)
Value$145.6K (-$13.9K)
Filed 2026-11-04
Kingdom Financial Group Llc.
DECREASED
Shares2,955 from 3,081
Change-126 (-4%)
Value$72.0K (-$4.0K)
Filed 2026-11-04
Networth Advisors, LLC
INCREASED
Shares2,103 from 937
Change+1,166 (+124%)
Value$51.3K (+$28.1K)
Filed 2026-11-03
Montgomery Financial Services LLC
DECREASED
Shares2,099 from 2,213
Change-114 (-5%)
Value$51.2K (-$3.5K)
Filed 2026-11-03
Key Capital Management, Inc
INCREASED
Shares774 from 132
Change+642 (+486%)
Value$18.9K (+$15.6K)
Filed 2026-11-03
Decker Retirement Planning Inc.
INCREASED
Shares377 from 369
Change+8 (+2%)
Value$9.2K (+$82)
Filed 2026-10-19
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$5.7K (-$71)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
NEW
Shares162
Change+162
Value$3.9K
Filed 2026-11-04
AE Wealth Management LLC
N/A
Shares— from 213,613
Change-213,613 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,337
Change-3,337 (-100%)
Value—
UBS Group AG
N/A
Shares— from 290
Change-290 (-100%)
Value—
Status
TrueMark Investments, LLC
NEW606,682—+606,682——$14.8M—2026-11-05
Lloyd Advisory Services, Llc.
DECREASED58,98659,760-774-1%$1.5M$1.4M-$37.1K2026-11-02
Mid-American Wealth Advisory Group, Inc.
INCREASED48,49541,053+7,442+18%$1.0M$1.2M+$168.9K2026-10-21
POM Investment Strategies, LLC
INCREASED25,320408+24,912+6106%$10.1K$617.2K+$607.1K2026-10-20
Elevated Capital Advisors, LLC
INCREASED20,25912,758+7,501+59%$314.9K$493.8K+$179.0K2026-11-04
B.O.S.S. Retirement Advisors, LLC
DECREASED17,48318,106-623-3%$446.8K$426.1K-$20.7K2026-10-26
Howard Bailey Securities, LLC
DECREASED16,47017,248-778-5%$425.7K$401.5K-$24.2K2026-10-27
Aegis Wealth Management, Inc.
NEW9,697—+9,697——$236.4K—2026-10-26
Great Lakes Retirement, Inc.
DECREASED8,2858,957-672-7%$221.1K$201.9K-$19.1K2026-10-26
Integrated Wealth Management
DECREASED8,2278,283-56-1%$204.4K$200.5K-$3.9K2026-10-19
Tounjian Advisory Partners, LLC
DECREASED5,9736,462-489-8%$159.5K$145.6K-$13.9K2026-11-04
Kingdom Financial Group Llc.
DECREASED2,9553,081-126-4%$76.0K$72.0K-$4.0K2026-11-04
Networth Advisors, LLC
INCREASED2,103937+1,166+124%$23.1K$51.3K+$28.1K2026-11-03
Montgomery Financial Services LLC
DECREASED2,0992,213-114-5%$54.6K$51.2K-$3.5K2026-11-03
Key Capital Management, Inc
INCREASED774132+642+486%$3.3K$18.9K+$15.6K2026-11-03
Decker Retirement Planning Inc.
INCREASED377369+8+2%$9.1K$9.2K+$822026-10-19
Quest 10 Wealth Builders, Inc.
UNCHANGED23223200%$5.7K$5.7K-$712026-11-02
EverSource Wealth Advisors, LLC
NEW162—+162——$3.9K—2026-11-04
AE Wealth Management LLC
N/A—213,613-213,613-100%$5.3M———
IFG Advisory, LLC
N/A—3,337-3,337-100%$82.4K———
UBS Group AG
N/A—290-290-100%$7.2K———
Showing 21 of 21 institutions