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MARZ · TrueShares Structured Outcome (March) ETF ETF

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$37.44 -0.12 (-0.33%) 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: 4
Total Value: $993,799
Total Shares: 37,570

Institutional Ownership Trend

9 quarters

Holder Concentration

Across 4 13F filers · Δ vs Dec 31, 2022
Top Holder
49.3%
Mar 2021 → Mar 2023 · range 43.1% – 74.3%
−12.1 pts
Top 5
100.0%
Mar 2021 → Mar 2023 · range 98.4% – 100.0%
+1.5 pts
Top 10
100.0%
Mar 2021 → Mar 2023 · range 100.0% – 100.0%
0.0 pts
HHI
4,620
Mar 2021 → Mar 2023 · range 2,756 – 5,840
Highly concentrated+344

Quarterly Activity

vs Dec 31, 2022
New
0
Increased
2
Decreased
0
Sold Out
3
Unchanged
2
Holder count: -3
Institutional value: -56.8%
Shares held: -59.4%

Top Buyers

vs Dec 31, 2022
Institution Added Now Holds Open
OLD MISSION CAPITAL LLC +5,185 18,511
CreativeOne Wealth, LLC +1,995 17,524

Top Sellers

vs Dec 31, 2022
No qualifying movers this quarter.

Top New Positions

vs Dec 31, 2022
No new positions this quarter.

Top Sold-Out Positions

vs Dec 31, 2022
Institution Previously Held Last Value (USD) Open
Weaver Consulting Group 56,694 $1,412,134
Capital Investment Advisory Services, LLC 3,995 $99,507
UBS Group AG 1,354 $33,725
Filter: New 0 Increased 2 Reduced 0 Sold out 3 Unchanged 2
Showing 4 of 4
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
OLD MISSION CAPITAL LLC MARZ $489,652 49.27% 18,511
CreativeOne Wealth, LLC MARZ $463,544 46.64% 17,524
HARBOUR INVESTMENTS, INC. MARZ $40,603 4.09% 1,535
PROEQUITIES, INC. MARZ $0 0.00% 0