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LRNZ Institutional Ownership

TrueShares Technology, AI and Deep Learning ETF
1W: +1.2% 1M: +16.9% 3M: +11.0% YTD: +49.3% 1Y: +51.3% 3Y: +141.7% 5Y: +42.8%
$70.24
+0.68 (+0.98%)
 
Weekly Expected Move ±3.3%
$66 $68 $70 $73 $75
ETF CBOE · AUM $34.3M

Institutional Ownership — LRNZ

32
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
9M
Total Invested
8
New Positions
4
Increased
12
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (35 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Mid-American Wealth Advisory Group, In 17,587 1M +453 +2.6% 5Q SEC ↗
2 Brookstone Capital Management 17,008 1M +3,302 +24.1% 2Q SEC ↗
3 Authentikos Wealth Advisory, LLC 14,669 1M -2,821 -16.1% 5Q SEC ↗
4 WEDBUSH SECURITIES INC 13,773 967K -130 -0.9% 5Q SEC ↗
5 Cetera Investment Advisers 8,295 583K +286 +3.6% 4Q SEC ↗
6 SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,278 581K -7,567 -47.8% 2Q SEC ↗
7 Sloy Dahl & Holst, LLC 8,175 574K — +0.0% 5Q SEC ↗
8 Acorn Wealth Advisors, LLC 7,072 497K +527 +8.1% 5Q SEC ↗
9 Weaver Consulting Group 6,304 443K — +0.0% 5Q SEC ↗
10 Continuum Advisory, LLC NEW 4,517 317K — +0.0% 1Q SEC ↗
11 OSAIC HOLDINGS, INC. 4,222 297K — +0.0% 5Q SEC ↗
12 Stratos Wealth Partners, LTD. NEW 3,378 237K — +0.0% 1Q SEC ↗
13 Independence Wealth Advisors, LLC NEW 3,176 223K — +0.0% 1Q SEC ↗
14 BROWN ADVISORY INC NEW 3,150 221K — +0.0% 1Q SEC ↗
15 AE Wealth Management LLC 3,112 219K -1,421 -31.3% 5Q SEC ↗
16 Tower Research Capital LLC (TRC) 3,093 217K -1,711 -35.6% 5Q SEC ↗
17 Triumph Capital Management 2,015 142K -95 -4.5% 4Q SEC ↗
18 SIGNATUREFD, LLC 1,980 139K -220 -10.0% 5Q SEC ↗
19 MORGAN STANLEY 500 35K — +0.0% 5Q SEC ↗
20 Capital Investment Advisory Services, 376 26K — +0.0% 4Q SEC ↗
21 MERCER GLOBAL ADVISORS INC /ADV NEW 250 18K — +0.0% 1Q SEC ↗
22 Carolina Wealth Advisors, LLC 237 17K -200 -45.8% 5Q SEC ↗
23 UBS Group AG 235 17K -159 -40.4% 5Q SEC ↗
24 HARBOUR INVESTMENTS, INC. 200 14K — +0.0% 5Q SEC ↗
25 Bogart Wealth, LLC 160 11K — +0.0% 5Q SEC ↗
26 Mosley Wealth Management NEW 152 11K — +0.0% 1Q SEC ↗
27 Parallel Advisors, LLC 136 10K — +0.0% 5Q SEC ↗
28 Sunbelt Securities, Inc. 95 7K — +0.0% 4Q SEC ↗
29 Kingdom Financial Group LLC. 14 1K -10 -41.7% 3Q SEC ↗
30 VALLEY NATIONAL ADVISERS INC NEW 13 1K — +0.0% 1Q SEC ↗
31 CITIGROUP INC NEW 4 0K — +0.0% 1Q SEC ↗
32 Thrivent Financial for Lutherans 0 0K -6,260 -100.0% 1Q SEC ↗
33 MAI Capital Management 0 0K -150 -100.0% 1Q SEC ↗
34 Kestra Advisory Services, LLC 0 0K -817 -100.0% 1Q SEC ↗
35 Lloyd Advisory Services, LLC. 0 0K -24 -100.0% 1Q SEC ↗

Recent Activity

Biggest Increases (4)
HolderAddedChange %Total Shares
Brookstone Capital Management +3,302 +24.1% 17,008
Acorn Wealth Advisors, LLC +527 +8.1% 7,072
Mid-American Wealth Advisory Group, +453 +2.6% 17,587
Cetera Investment Advisers +286 +3.6% 8,295
Biggest Decreases (10)
HolderReducedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL -7,567 -47.8% 8,278
Authentikos Wealth Advisory, LLC -2,821 -16.1% 14,669
Tower Research Capital LLC (TRC) -1,711 -35.6% 3,093
AE Wealth Management LLC -1,421 -31.3% 3,112
SIGNATUREFD, LLC -220 -10.0% 1,980
Carolina Wealth Advisors, LLC -200 -45.8% 237
UBS Group AG -159 -40.4% 235
WEDBUSH SECURITIES INC -130 -0.9% 13,773
Triumph Capital Management -95 -4.5% 2,015
Kingdom Financial Group LLC. -10 -41.7% 14

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms