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Trueshares Struc OUT DEC ETF (DECZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
TrueMark Investments, LLC
INCREASED
Shares597,942 from 579,744
Change+18,198 (+3%)
Value$26.2M (+$1.2M)
Filed 2026-11-05
Weaver Consulting Group
UNCHANGED
Shares23,471 from 23,471
Change0 (0%)
Value$1.0M (+$14.9K)
Filed 2026-10-07
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares2,292 from 2,292
Change0 (0%)
Value$100.6K (+$1.5K)
Filed 2026-10-29
Elevated Capital Advisors, LLC
DECREASED
Shares849 from 14,467
Change-13,618 (-94%)
Value$37.2K (-$588.3K)
Filed 2026-11-04
Lloyd Advisory Services, Llc.
DECREASED
Shares477 from 478
Change-1 (0%)
Value$20.9K (+$289)
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$19.7K (+$285)
Filed 2026-10-23
Kingdom Financial Group Llc.
UNCHANGED
Shares272 from 272
Change0 (0%)
Value$11.9K (+$172)
Filed 2026-11-04
Mosley Wealth Management
DECREASED
Shares242 from 267
Change-25 (-9%)
Value$10.7K (-$836)
Filed 2026-10-16
Compass Financial Management LLC
DECREASED
Shares112 from 218
Change-106 (-49%)
Value$4.9K (-$4.8K)
Filed 2026-10-30
Tounjian Advisory Partners, LLC
DECREASED
Shares100 from 153
Change-53 (-35%)
Value$4.4K (-$2.2K)
Filed 2026-11-04
POM Investment Strategies, LLC
DECREASED
Shares32 from 39
Change-7 (-18%)
Value$1.4K (-$282)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 6,657
Change-6,657 (-100%)
Value$0 (-$287.8K)
Filed 2026-10-30
Old Mission Capital LLC
N/A
Shares— from 15,386
Change-15,386 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 10,161
Change-10,161 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 4,710
Change-4,710 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,863
Change-3,863 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,843
Change-3,843 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,413
Change-3,413 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 46
Change-46 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 33
Change-33 (-100%)
Value—
Status
TrueMark Investments, LLC
INCREASED597,942579,744+18,198+3%$25.1M$26.2M+$1.2M2026-11-05
Weaver Consulting Group
UNCHANGED23,47123,47100%$1.0M$1.0M+$14.9K2026-10-07
Blue Bell Private Wealth Management, LLC
UNCHANGED2,2922,29200%$99.1K$100.6K+$1.5K2026-10-29
Elevated Capital Advisors, LLC
DECREASED84914,467-13,618-94%$625.6K$37.2K-$588.3K2026-11-04
Lloyd Advisory Services, Llc.
DECREASED477478-10%$20.7K$20.9K+$2892026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED45045000%$19.5K$19.7K+$2852026-10-23
Kingdom Financial Group Llc.
UNCHANGED27227200%$11.8K$11.9K+$1722026-11-04
Mosley Wealth Management
DECREASED242267-25-9%$11.5K$10.7K-$8362026-10-16
Compass Financial Management LLC
DECREASED112218-106-49%$9.7K$4.9K-$4.8K2026-10-30
Tounjian Advisory Partners, LLC
DECREASED100153-53-35%$6.6K$4.4K-$2.2K2026-11-04
POM Investment Strategies, LLC
DECREASED3239-7-18%$1.7K$1.4K-$2822026-10-20
Capital Investment Advisory Services, LLC
CLOSED06,657-6,657-100%$287.8K$0-$287.8K2026-10-30
Old Mission Capital LLC
N/A—15,386-15,386-100%$665.3K———
AE Wealth Management LLC
N/A—10,161-10,161-100%$439.4K———
CreativeOne Wealth, LLC
N/A—4,710-4,710-100%$203.7K———
Harbour Investments, Inc.
N/A—3,863-3,863-100%$167.0K———
IFG Advisory, LLC
N/A—3,843-3,843-100%$166.2K———
Aptus Capital Advisors, LLC
N/A—3,413-3,413-100%$147.6K———
Northwestern Mutual Wealth Management Co
N/A—46-46-100%$2.0K———
Osaic Holdings, Inc.
N/A—33-33-100%$1.4K———
Showing 20 of 20 institutions