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Trueshares Struc Outcome MAR (MARZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
TrueMark Investments, LLC
DECREASED
Shares713,891 from 793,030
Change-79,139 (-10%)
Value$26.6M (-$2.5M)
Filed 2026-11-05
Weaver Consulting Group
DECREASED
Shares51,981 from 52,672
Change-691 (-1%)
Value$1.9M (+$3.0K)
Filed 2026-10-07
Mid-American Wealth Advisory Group, Inc.
DECREASED
Shares50,056 from 51,119
Change-1,063 (-2%)
Value$1.9M (-$11.7K)
Filed 2026-10-21
Capital Investment Advisory Services, LLC
UNCHANGED
Shares1,426 from 1,426
Change0 (0%)
Value$53.1K (+$776)
Filed 2026-10-30
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares838 from 838
Change0 (0%)
Value$31.2K (+$456)
Filed 2026-10-29
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$11.9K (+$174)
Filed 2026-10-23
Elevated Capital Advisors, LLC
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$11.4K (+$167)
Filed 2026-11-04
Compass Financial Management LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$521 (-$6)
Filed 2026-10-30
Lloyd Advisory Services, Llc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$53 (+$1)
Filed 2026-11-02
Tounjian Advisory Partners, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$58)
Filed 2026-11-04
Old Mission Capital LLC
N/A
Shares— from 12,561
Change-12,561 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,086
Change-1,086 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 702
Change-702 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 26
Change-26 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
TrueMark Investments, LLC
DECREASED713,891793,030-79,139-10%$29.1M$26.6M-$2.5M2026-11-05
Weaver Consulting Group
DECREASED51,98152,672-691-1%$1.9M$1.9M+$3.0K2026-10-07
Mid-American Wealth Advisory Group, Inc.
DECREASED50,05651,119-1,063-2%$1.9M$1.9M-$11.7K2026-10-21
Capital Investment Advisory Services, LLC
UNCHANGED1,4261,42600%$52.3K$53.1K+$7762026-10-30
Blue Bell Private Wealth Management, LLC
UNCHANGED83883800%$30.7K$31.2K+$4562026-10-29
Dhjj Financial Advisors, Ltd.
UNCHANGED32032000%$11.7K$11.9K+$1742026-10-23
Elevated Capital Advisors, LLC
UNCHANGED30630600%$11.2K$11.4K+$1672026-11-04
Compass Financial Management LLC
UNCHANGED141400%$527$521-$62026-10-30
Lloyd Advisory Services, Llc.
UNCHANGED1100%$52$53+$12026-11-02
Tounjian Advisory Partners, LLC
CLOSED02-2-100%$58$0-$582026-11-04
Old Mission Capital LLC
N/A—12,561-12,561-100%$460.5K———
Harbour Investments, Inc.
N/A—1,086-1,086-100%$39.8K———
AE Wealth Management LLC
N/A—702-702-100%$25.7K———
Northwestern Mutual Wealth Management Co
N/A—26-26-100%$953———
IFG Advisory, LLC
N/A—3-3-100%$110———
Showing 15 of 15 institutions