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MARZ Institutional Ownership

TrueShares Structured Outcome (March) ETF
1W: -0.2% 1M: +0.5% 3M: +1.7% YTD: +9.2% 1Y: +7.3% 3Y: +53.4% 5Y: +55.9%
$37.45
+0.22 (+0.60%)
 
Weekly Expected Move ±1.2%
$37 $37 $37 $38 $38
ETF CBOE · AUM $17.6M

Institutional Ownership — MARZ

18
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
34M
Total Invested
5
New Positions
1
Increased
8
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (19 total)

# Holder Shares Value Change Change % Holding Period Filing
1 TrueMark Investments, LLC 793,030 30M +475,304 +149.6% 4Q SEC ↗
2 Weaver Consulting Group 52,672 2M -299 -0.6% 4Q SEC ↗
3 Mid-American Wealth Advisory Group, In 51,119 2M -9,565 -15.8% 4Q SEC ↗
4 OLD MISSION CAPITAL LLC 12,561 470K -905 -6.7% 3Q SEC ↗
5 Capital Investment Advisory Services, 1,426 53K — +0.0% 4Q SEC ↗
6 HARBOUR INVESTMENTS, INC. 1,086 41K -398 -26.8% 4Q SEC ↗
7 BLUE BELL PRIVATE WEALTH MANAGEMENT, L 838 31K — +0.0% 2Q SEC ↗
8 AE Wealth Management LLC 702 26K -49 -6.5% 4Q SEC ↗
9 DHJJ Financial Advisors, Ltd. 320 12K — +0.0% 4Q SEC ↗
10 Elevated Capital Advisors, LLC 306 11K — +0.0% 4Q SEC ↗
11 NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW 26 1K — +0.0% 1Q SEC ↗
12 COMPASS FINANCIAL MANAGEMENT LLC NEW 14 1K — +0.0% 1Q SEC ↗
13 IFG Advisory, LLC NEW 3 0K — +0.0% 1Q SEC ↗
14 TOUNJIAN ADVISORY PARTNERS, LLC NEW 2 0K — +0.0% 1Q SEC ↗
15 Lloyd Advisory Services, LLC. NEW 1 0K — +0.0% 1Q SEC ↗
16 OSAIC HOLDINGS, INC. 0 0K -21 -100.0% 1Q SEC ↗
17 WELLS FARGO & COMPANY/MN 0 0K -1,791 -100.0% 2Q SEC ↗
18 UBS Group AG 0 0K -20 -100.0% 2Q SEC ↗
19 JANE STREET GROUP, LLC 0 0K -10,474 -100.0% 1Q SEC ↗

Recent Activity

Sold Out (4)
HolderPrev SharesPrev Value
JANE STREET GROUP, LLC 10,474 392K
WELLS FARGO & COMPANY/MN 1,791 67K
OSAIC HOLDINGS, INC. 21 1K
UBS Group AG 20 1K
Biggest Increases (1)
HolderAddedChange %Total Shares
TrueMark Investments, LLC +475,304 +149.6% 793,030
Biggest Decreases (5)
HolderReducedChange %Total Shares
Mid-American Wealth Advisory Group, -9,565 -15.8% 51,119
OLD MISSION CAPITAL LLC -905 -6.7% 12,561
HARBOUR INVESTMENTS, INC. -398 -26.8% 1,086
Weaver Consulting Group -299 -0.6% 52,672
AE Wealth Management LLC -49 -6.5% 702

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