8 institutions reported holding $32.5M of TRUESHARES (NOVZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: TrueMark Investments, LLC ($27.5M), Valtinson Bruner Financial Planning LLC ($3.2M), WEDBUSH SECURITIES INC ($1.7M), AE Wealth Management LLC ($27,376), Elevated Capital Advisors, LLC ($11,291). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TrueMark Investments, LLC | $27.5M | 584,693 | Added |
| 2 | Valtinson Bruner Financial Planning LLC | $3.2M | 68,693 | Added |
| 3 | WEDBUSH SECURITIES INC | $1.7M | 35,686 | Trimmed |
| 4 | AE Wealth Management LLC | $27,376 | 582 | Trimmed |
| 5 | Elevated Capital Advisors, LLC | $11,291 | 240 | Hold |
| 6 | Capital Investment Advisory Services, LLC | $8,525 | 181 | Hold |
| 7 | DHJJ Financial Advisors, Ltd. | $3,388 | 72 | Hold |
| 8 | ASSETMARK, INC | $376 | 8 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30