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Trueshrs Tech AI Deep LR ETF (LRNZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares21,068 from 17,587
Change+3,481 (+20%)
Value$1.5M (+$323.6K)
Filed 2026-10-21
Brookstone Capital Management
INCREASED
Shares19,339 from 17,008
Change+2,331 (+14%)
Value$1.3M (+$241.2K)
Filed 2026-10-22
Wedbush Securities Inc
DECREASED
Shares13,523 from 13,773
Change-250 (-2%)
Value$936.0K (+$47.0K)
Filed 2026-10-22
Acorn Wealth Advisors, LLC
DECREASED
Shares6,788 from 7,072
Change-284 (-4%)
Value$469.9K (+$13.5K)
Filed 2026-10-19
Weaver Consulting Group
UNCHANGED
Shares6,304 from 6,304
Change0 (0%)
Value$436.4K (+$29.6K)
Filed 2026-10-07
Sloy Dahl & Holst, LLC
DECREASED
Shares6,190 from 8,175
Change-1,985 (-24%)
Value$428.5K (-$99.0K)
Filed 2026-10-14
Independence Wealth Advisors, LLC
UNCHANGED
Shares3,176 from 3,176
Change0 (0%)
Value$219.9K (+$14.9K)
Filed 2026-10-29
Signaturefd, LLC
UNCHANGED
Shares1,980 from 1,980
Change0 (0%)
Value$137.1K (+$9.3K)
Filed 2026-10-23
Triumph Capital Management
DECREASED
Shares1,640 from 2,015
Change-375 (-19%)
Value$113.5K (-$16.5K)
Filed 2026-10-14
Meriwether Wealth & Planning, LLC
NEW
Shares500
Change+500
Value$34.6K
Filed 2026-10-13
Capital Investment Advisory Services, LLC
UNCHANGED
Shares376 from 376
Change0 (0%)
Value$26.0K (+$1.8K)
Filed 2026-10-30
Mosley Wealth Management
INCREASED
Shares368 from 152
Change+216 (+142%)
Value$23.6K (+$13.8K)
Filed 2026-10-16
MV Capital Management, Inc.
NEW
Shares300
Change+300
Value$20.8K
Filed 2026-10-29
Carolina Wealth Advisors, LLC
DECREASED
Shares174 from 237
Change-63 (-27%)
Value$12.0K (-$3.2K)
Filed 2026-10-23
Parallel Advisors, LLC
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$9.4K (+$640)
Filed 2026-11-03
Key Capital Management, Inc
NEW
Shares122
Change+122
Value$8.4K
Filed 2026-11-03
Kingdom Financial Group Llc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$969 (+$66)
Filed 2026-11-04
Valley National Advisers Inc
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$900 (+$61)
Filed 2026-10-23
Citigroup Inc
DECREASED
Shares1 from 4
Change-3 (-75%)
Value$69 (-$189)
Filed 2026-11-04
Authentikos Wealth Advisory, LLC
N/A
Shares— from 14,669
Change-14,669 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 8,295
Change-8,295 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,278
Change-8,278 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4,517
Change-4,517 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,222
Change-4,222 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 3,378
Change-3,378 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 3,150
Change-3,150 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,112
Change-3,112 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,093
Change-3,093 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 500
Change-500 (-100%)
Value—
UBS Group AG
N/A
Shares— from 235
Change-235 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Status
Mid-American Wealth Advisory Group, Inc.
INCREASED21,06817,587+3,481+20%$1.1M$1.5M+$323.6K2026-10-21
Brookstone Capital Management
INCREASED19,33917,008+2,331+14%$1.1M$1.3M+$241.2K2026-10-22
Wedbush Securities Inc
DECREASED13,52313,773-250-2%$889.0K$936.0K+$47.0K2026-10-22
Acorn Wealth Advisors, LLC
DECREASED6,7887,072-284-4%$456.3K$469.9K+$13.5K2026-10-19
Weaver Consulting Group
UNCHANGED6,3046,30400%$406.8K$436.4K+$29.6K2026-10-07
Sloy Dahl & Holst, LLC
DECREASED6,1908,175-1,985-24%$527.5K$428.5K-$99.0K2026-10-14
Independence Wealth Advisors, LLC
UNCHANGED3,1763,17600%$204.9K$219.9K+$14.9K2026-10-29
Signaturefd, LLC
UNCHANGED1,9801,98000%$127.8K$137.1K+$9.3K2026-10-23
Triumph Capital Management
DECREASED1,6402,015-375-19%$130.0K$113.5K-$16.5K2026-10-14
Meriwether Wealth & Planning, LLC
NEW500—+500——$34.6K—2026-10-13
Capital Investment Advisory Services, LLC
UNCHANGED37637600%$24.2K$26.0K+$1.8K2026-10-30
Mosley Wealth Management
INCREASED368152+216+142%$9.8K$23.6K+$13.8K2026-10-16
MV Capital Management, Inc.
NEW300—+300——$20.8K—2026-10-29
Carolina Wealth Advisors, LLC
DECREASED174237-63-27%$15.3K$12.0K-$3.2K2026-10-23
Parallel Advisors, LLC
UNCHANGED13613600%$8.8K$9.4K+$6402026-11-03
Key Capital Management, Inc
NEW122—+122——$8.4K—2026-11-03
Kingdom Financial Group Llc.
UNCHANGED141400%$903$969+$662026-11-04
Valley National Advisers Inc
UNCHANGED131300%$839$900+$612026-10-23
Citigroup Inc
DECREASED14-3-75%$258$69-$1892026-11-04
Authentikos Wealth Advisory, LLC
N/A—14,669-14,669-100%$946.6K———
Cetera Investment Advisers
N/A—8,295-8,295-100%$535.3K———
Susquehanna International Group, LLP
N/A—8,278-8,278-100%$534.2K———
Continuum Advisory, LLC
N/A—4,517-4,517-100%$291.5K———
Osaic Holdings, Inc.
N/A—4,222-4,222-100%$272.6K———
Stratos Wealth Partners, Ltd.
N/A—3,378-3,378-100%$218.0K———
Brown Advisory Inc
N/A—3,150-3,150-100%$203.3K———
AE Wealth Management LLC
N/A—3,112-3,112-100%$200.8K———
Tower Research Capital LLC (TRC)
N/A—3,093-3,093-100%$199.6K———
Morgan Stanley
N/A—500-500-100%$32.3K———
UBS Group AG
N/A—235-235-100%$15.2K———
Harbour Investments, Inc.
N/A—200-200-100%$12.9K———
Bogart Wealth, LLC
N/A—160-160-100%$10.3K———
Showing 32 of 32 institutions