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Trueshares Struc Outcome OCT (OCTZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
TrueMark Investments, LLC
INCREASED
Shares553,484 from 512,745
Change+40,739 (+8%)
Value$25.6M (+$2.2M)
Filed 2026-11-05
Retirement Planning Group, LLC
UNCHANGED
Shares5,001 from 5,001
Change0 (0%)
Value$231.7K (+$3.2K)
Filed 2026-10-19
Todd Wealth Management, LLC
DECREASED
Shares4,750 from 5,591
Change-841 (-15%)
Value$220.1K (-$35.4K)
Filed 2026-10-19
Weaver Consulting Group
UNCHANGED
Shares4,633 from 4,633
Change0 (0%)
Value$214.6K (+$2.9K)
Filed 2026-10-07
Aegis Wealth Management, Inc.
NEW
Shares4,437
Change+4,437
Value$205.6K
Filed 2026-10-26
Capital Investment Advisory Services, LLC
INCREASED
Shares3,570 from 3,520
Change+50 (+1%)
Value$165.4K (+$4.5K)
Filed 2026-10-30
Compass Financial Management LLC
DECREASED
Shares254 from 305
Change-51 (-17%)
Value$11.8K (-$2.4K)
Filed 2026-10-30
Mosley Wealth Management
DECREASED
Shares124 from 140
Change-16 (-11%)
Value$5.8K (-$608)
Filed 2026-10-16
Elevated Capital Advisors, LLC
DECREASED
Shares76 from 6,538
Change-6,462 (-99%)
Value$3.5K (-$295.2K)
Filed 2026-11-04
POM Investment Strategies, LLC
DECREASED
Shares61 from 75
Change-14 (-19%)
Value$2.8K (-$601)
Filed 2026-10-20
Tounjian Advisory Partners, LLC
DECREASED
Shares49 from 73
Change-24 (-33%)
Value$2.3K (-$1.1K)
Filed 2026-11-04
Lloyd Advisory Services, Llc.
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$2.2K (+$30)
Filed 2026-11-02
Authentikos Wealth Advisory, LLC
N/A
Shares— from 45,519
Change-45,519 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 37,588
Change-37,588 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,492
Change-4,492 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,147
Change-2,147 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,658
Change-1,658 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,315
Change-1,315 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 600
Change-600 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 21
Change-21 (-100%)
Value—
Status
TrueMark Investments, LLC
INCREASED553,484512,745+40,739+8%$23.4M$25.6M+$2.2M2026-11-05
Retirement Planning Group, LLC
UNCHANGED5,0015,00100%$228.5K$231.7K+$3.2K2026-10-19
Todd Wealth Management, LLC
DECREASED4,7505,591-841-15%$255.5K$220.1K-$35.4K2026-10-19
Weaver Consulting Group
UNCHANGED4,6334,63300%$211.7K$214.6K+$2.9K2026-10-07
Aegis Wealth Management, Inc.
NEW4,437—+4,437——$205.6K—2026-10-26
Capital Investment Advisory Services, LLC
INCREASED3,5703,520+50+1%$160.9K$165.4K+$4.5K2026-10-30
Compass Financial Management LLC
DECREASED254305-51-17%$14.2K$11.8K-$2.4K2026-10-30
Mosley Wealth Management
DECREASED124140-16-11%$6.4K$5.8K-$6082026-10-16
Elevated Capital Advisors, LLC
DECREASED766,538-6,462-99%$298.8K$3.5K-$295.2K2026-11-04
POM Investment Strategies, LLC
DECREASED6175-14-19%$3.4K$2.8K-$6012026-10-20
Tounjian Advisory Partners, LLC
DECREASED4973-24-33%$3.4K$2.3K-$1.1K2026-11-04
Lloyd Advisory Services, Llc.
UNCHANGED474700%$2.2K$2.2K+$302026-11-02
Authentikos Wealth Advisory, LLC
N/A—45,519-45,519-100%$2.1M———
Old Mission Capital LLC
N/A—37,588-37,588-100%$1.7M———
Aptus Capital Advisors, LLC
N/A—5,500-5,500-100%$251.3K———
Susquehanna International Group, LLP
N/A—4,492-4,492-100%$205.3K———
AE Wealth Management LLC
N/A—2,147-2,147-100%$98.1K———
IFG Advisory, LLC
N/A—1,658-1,658-100%$75.8K———
Osaic Holdings, Inc.
N/A—1,315-1,315-100%$60.1K———
Arax Advisory Partners
N/A—600-600-100%$27.4K———
Northwestern Mutual Wealth Management Co
N/A—21-21-100%$960———
Showing 21 of 21 institutions