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JUNZ · TrueShares Structured Outcome (June) ETF ETF

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$35.95 -0.10 (-0.28%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 5
Total Value: $534,548
Total Shares: 21,712

Institutional Ownership Trend

8 quarters

Holder Concentration

Across 5 13F filers · Δ vs Dec 31, 2022
Top Holder
79.4%
Jun 2021 → Mar 2023 · range 32.3% – 80.8%
−1.4 pts
Top 5
100.0%
Jun 2021 → Mar 2023 · range 94.2% – 100.0%
0.0 pts
Top 10
100.0%
Jun 2021 → Mar 2023 · range 100.0% – 100.0%
0.0 pts
HHI
6,538
Jun 2021 → Mar 2023 · range 2,106 – 6,755
Highly concentrated−217

Quarterly Activity

vs Dec 31, 2022
New
1
Increased
0
Decreased
0
Sold Out
1
Unchanged
4
Holder count: 0
Institutional value: +5.4%
Shares held: +1.7%

Top New Positions

vs Dec 31, 2022
Institution Acquired Value (USD) Open
HARBOUR INVESTMENTS, INC. 895 $22,034

Top Sold-Out Positions

vs Dec 31, 2022
Institution Previously Held Last Value (USD) Open
UBS Group AG 525 $12,470
Filter: New 1 Increased 0 Reduced 0 Sold out 1 Unchanged 4
Showing 5 of 5
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Atria Wealth Solutions, Inc. JUNZ $424,498 79.41% 17,242
OSAIC HOLDINGS, INC. JUNZ $77,553 14.51% 3,150
HARBOUR INVESTMENTS, INC. JUNZ $22,034 4.12% 895
Castleview Partners, LLC JUNZ $10,463 1.96% 425
PROEQUITIES, INC. JUNZ $0 0.00% 0