Trueshres S&P Atclble HI ETF (PAYH)

CUSIP: 210322582 | NYSE | 26 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Mid-American Wealth Advisory Group, Inc.111,000

1.0% of portfolio$2.8M

POM Investment Strategies, LLC110,794

2.2% of portfolio$2.8M

Lloyd Advisory Services, Llc.60,991

0.6% of portfolio$1.5M

Beacon Capital Management, LLC27,316

0.1% of portfolio$680.7K

Elevated Capital Advisors, LLC20,121

0.2% of portfolio$501.4K

B.O.S.S. Retirement Advisors, LLC18,213

0.1% of portfolio$453.9K

Howard Bailey Securities, LLC17,192

0.2% of portfolio$428.4K

Integrated Advisors Network LLC14,146

0.0% of portfolio$352.5K

Integrated Wealth Management9,424

0.2% of portfolio$234.8K

Great Lakes Retirement, Inc.8,688

0.0% of portfolio$216.5K

Tounjian Advisory Partners, LLC6,395

0.1% of portfolio$159.4K

Networth Advisors, LLC5,720

0.1% of portfolio$142.6K

Key Capital Management, Inc3,410

0.0% of portfolio$85.0K

Kingdom Financial Group Llc.3,266

0.0% of portfolio$81.4K

Montgomery Financial Services LLC2,099

0.0% of portfolio$52.3K

Decker Retirement Planning Inc.1,019

0.0% of portfolio$25.4K

Quest 10 Wealth Builders, Inc.243

0.0% of portfolio$6.1K

EverSource Wealth Advisors, LLC178

0.0% of portfolio$4.4K

				Style	Turnover	Location	Filed
Mid-American Wealth Advisory Group, Inc.	111,000	$2.8M	1.0%	ETF	Medium	Kansas City, MO	2026-10-21
POM Investment Strategies, LLC	110,794	$2.8M	2.2%	ETF	Very High	Raleigh, NC	2026-10-20
Lloyd Advisory Services, Llc.	60,991	$1.5M	0.6%	ETF	Very High	Suwanee, GA	2026-11-02
Beacon Capital Management, LLC	27,316	$680.7K	0.1%	ETF	Medium	Franklin, TN	2026-10-23
Elevated Capital Advisors, LLC	20,121	$501.4K	0.2%	ETF	Medium	Sandy, UT	2026-11-04
B.O.S.S. Retirement Advisors, LLC	18,213	$453.9K	0.1%	ETF	Medium	Lehi, UT	2026-10-26
Howard Bailey Securities, LLC	17,192	$428.4K	0.2%	ETF	Medium	Fort Wayne, IN	2026-10-27
Integrated Advisors Network LLC	14,146	$352.5K	0.0%	Growth	Medium	Dallas, TX	2026-10-20
Integrated Wealth Management	9,424	$234.8K	0.2%	ETF	High	Uniontown, OH	2026-10-19
Great Lakes Retirement, Inc.	8,688	$216.5K	0.0%	Growth	Low	Sandusky, OH	2026-10-26
Tounjian Advisory Partners, LLC	6,395	$159.4K	0.1%	Growth	High	Fort Myers, FL	2026-11-04
Networth Advisors, LLC	5,720	$142.6K	0.1%	ETF	Medium	Canonsburg, PA	2026-11-03
Key Capital Management, Inc	3,410	$85.0K	0.0%	ETF	Medium	Hendersonville, Tn 37075, TN	2026-11-03
Kingdom Financial Group Llc.	3,266	$81.4K	0.0%	ETF	Medium	Peoria, AZ	2026-11-04
Montgomery Financial Services LLC	2,099	$52.3K	0.0%	ETF	N/A	Ocean City, MD	2026-11-03
Decker Retirement Planning Inc.	1,019	$25.4K	0.0%	Agg Growth	Very High	Levi, UT	2026-10-19
Quest 10 Wealth Builders, Inc.	243	$6.1K	0.0%	ETF	Low	Fuquay-Varina, VA	2026-11-02
EverSource Wealth Advisors, LLC	178	$4.4K	0.0%	Core	Medium	Birmingham, AL	2026-11-04