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MAYZ Institutional Ownership

TrueShares Structured Outcome (May) ETF
1W: -0.2% 1M: +0.5% 3M: +1.7% YTD: +10.2% 1Y: +9.4% 3Y: +56.8% 5Y: +51.4%
$36.87
+0.17 (+0.46%)
 
Weekly Expected Move ±1.2%
$36 $36 $37 $37 $38
ETF CBOE · AUM $15.9M

Institutional Ownership — MAYZ

12
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
32M
Total Invested
2
New Positions
3
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (12 total)

# Holder Shares Value Change Change % Holding Period Filing
1 TrueMark Investments, LLC 785,052 $29M +554,435 +240.4% 4Q SEC ↗
2 Weaver Consulting Group 54,379 $2M — +0.0% 4Q SEC ↗
3 COMMONWEALTH EQUITY SERVICES, LLC 20,000 $737K — +0.0% 4Q SEC ↗
4 OLD MISSION CAPITAL LLC 19,367 $714K +1,342 +7.4% 3Q SEC ↗
5 Capital Investment Advisory Services, 5,862 $216K — +0.0% 4Q SEC ↗
6 BLUE BELL PRIVATE WEALTH MANAGEMENT, L 1,095 $40K +113 +11.5% 2Q SEC ↗
7 DHJJ Financial Advisors, Ltd. 210 $8K — +0.0% 4Q SEC ↗
8 COMPASS FINANCIAL MANAGEMENT LLC NEW 187 $7K — +0.0% 1Q SEC ↗
9 AE Wealth Management LLC 52 $2K -7 -11.9% 4Q SEC ↗
10 TOUNJIAN ADVISORY PARTNERS, LLC NEW 10 $0K — +0.0% 1Q SEC ↗
11 Lloyd Advisory Services, LLC. 0 $0K — — 1Q SEC ↗
12 Kingdom Financial Group LLC. 0 $0K — — 3Q SEC ↗

Recent Activity

New Positions (2)
Sold Out (1)
HolderPrev SharesPrev Value
Lloyd Advisory Services, LLC. 0 $0K
Biggest Increases (3)
HolderAddedChange %Total Shares
TrueMark Investments, LLC +554,435 +240.4% 785,052
OLD MISSION CAPITAL LLC +1,342 +7.4% 19,367
BLUE BELL PRIVATE WEALTH MANAGEMENT +113 +11.5% 1,095
Biggest Decreases (1)
HolderReducedChange %Total Shares
AE Wealth Management LLC -7 -11.9% 52

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