Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / TRUESHS TECH AI
-
Total 13F shares
-
105,589
-
Share change
-
+7,458
-
Total reported value
-
$5,034,563
-
Price per share
-
$47.66
-
Number of holders
-
24
-
Value change
-
+$369,222
-
Number of buys
-
13
-
Number of sells
-
6
Institutional Holders of ELEVATION SERIES TRUST - TRUESHS TECH AI (LRNZ) as of Q4 2025
As of 31 Dec 2025,
ELEVATION SERIES TRUST - TRUESHS TECH AI (LRNZ) was held by
24 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
105,589 shares.
The largest 10 holders included
Mid-American Wealth Advisory Group, Inc., WEDBUSH SECURITIES INC, Authentikos Wealth Advisory, LLC, Sloy Dahl & Holst, LLC, Cetera Investment Advisers, Acorn Wealth Advisors, LLC, Weaver Consulting Group, Thrivent Financial for Lutherans, Tower Research Capital LLC (TRC), and Continuum Advisory, LLC.
This page lists
24
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.