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LRNZ · TrueShares Technology, AI & Deep Learning ETF ETF

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$61.82 +0.57 (+0.93%) 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: 20
Total Value: $4,073,710
Total Shares: 85,480

Institutional Ownership Trend

24 quarters

Holder Concentration

Across 20 13F filers · Δ vs Sep 30, 2025
Top Holder
20.0%
Mar 2023 → Dec 2025 · range 17.4% – 38.2%
+2.6 pts
Top 5
60.1%
Mar 2023 → Dec 2025 · range 59.0% – 92.3%
+1.0 pts
Top 10
90.5%
Mar 2023 → Dec 2025 · range 85.8% – 99.0%
+1.3 pts
HHI
1,055
Mar 2023 → Dec 2025 · range 984 – 2,111
Broadly held+56

Quarterly Activity

vs Sep 30, 2025
New
5
Increased
7
Decreased
5
Sold Out
5
Unchanged
3
Holder count: 0
Institutional value: -8.8%
Shares held: -12.9%

Top Buyers

vs Sep 30, 2025
Institution Added Now Holds Open
Authentikos Wealth Advisory, LLC +2,930 12,801
Cetera Investment Advisers +2,232 6,910
AE Wealth Management LLC +2,140 3,984
WEDBUSH SECURITIES INC +1,395 17,107
Sloy Dahl & Holst, LLC +210 7,925

Top Sellers

vs Sep 30, 2025
Institution Sold Now Holds Open
UBS Group AG −7,476 84
Tower Research Capital LLC (TRC) −1,848 4,581
OSAIC HOLDINGS, INC. −530 4,347
Acorn Wealth Advisors, LLC −177 6,603
Weaver Consulting Group −20 6,315

Top New Positions

vs Sep 30, 2025
Institution Acquired Value (USD) Open
Thrivent Financial for Lutherans 6,260 $298,332
Continuum Advisory, LLC 4,505 $214,694
Triumph Capital Management 1,979 $94,313
Kestra Advisory Services, LLC 817 $38,935
Kingdom Financial Group LLC. 63 $3,002

Top Sold-Out Positions

vs Sep 30, 2025
Institution Previously Held Last Value (USD) Open
Mid-American Wealth Advisory Group, Inc. 17,081 $777,305
SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,183 $235,862
SIGNATUREFD, LLC 2,200 $100,115
Carolina Wealth Advisors, LLC 399 $18,157
Capital Investment Advisory Services, LLC 376 $17,110
Filter: New 5 Increased 7 Reduced 5 Sold out 5 Unchanged 3
Showing 20 of 20
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
WEDBUSH SECURITIES INC LRNZ $815,268 20.01% 17,107
Authentikos Wealth Advisory, LLC LRNZ $610,057 14.98% 12,801
Sloy Dahl & Holst, LLC LRNZ $377,681 9.27% 7,925
Cetera Investment Advisers LRNZ $329,309 8.08% 6,910
Acorn Wealth Advisors, LLC LRNZ $314,679 7.72% 6,603
Weaver Consulting Group LRNZ $300,953 7.39% 6,315
Thrivent Financial for Lutherans LRNZ $298,332 7.32% 6,260
Tower Research Capital LLC (TRC) LRNZ $218,316 5.36% 4,581
Continuum Advisory, LLC LRNZ $214,694 5.27% 4,505
OSAIC HOLDINGS, INC. LRNZ $207,164 5.09% 4,347
AE Wealth Management LLC LRNZ $189,865 4.66% 3,984
Triumph Capital Management LRNZ $94,313 2.32% 1,979
Kestra Advisory Services, LLC LRNZ $38,935 0.96% 817
MORGAN STANLEY LRNZ $28,975 0.71% 608
HARBOUR INVESTMENTS, INC. LRNZ $9,531 0.23% 200
Bogart Wealth, LLC LRNZ $7,625 0.19% 160
Parallel Advisors, LLC LRNZ $6,481 0.16% 136
Sunbelt Securities, Inc. LRNZ $4,527 0.11% 95
UBS Group AG LRNZ $4,003 0.10% 84
Kingdom Financial Group LLC. LRNZ $3,002 0.07% 63