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LRNZ ELEVATION SERIES TRUST

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TRUESHS TECH AI (fund)

29 managers (29 13F filers) reported a position in LRNZ shares at 2026-06-30, 131,831 shares in all. 7 filers opened a position and 2 filers sold out during the quarter.

Managers
29
13F filers
29
New
7
Added
4
Reduced
10
Sold out
2
Shares held by filers
131,831

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Mid-American Wealth Advisory Group, Inc.17,587$1.13M0.41%+45313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management17,008$1.1M0.01%+3,30213F-HRTimelineGroup
Authentikos Wealth Advisory, LLC14,669$947K0.6%-2,82113F-HRTimeline
WEDBUSH SECURITIES INC13,773$889K0.02%-13013F-HRTimeline
Cetera Investment Advisers8,295$535K<0.01%+28613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,278$534K<0.01%-7,56713F-HRTimelineGroup
Sloy Dahl & Holst, LLC8,175$528K0.07%013F-HRTimeline
Acorn Wealth Advisors, LLC7,072$456K0.11%+52713F-HRTimeline
Weaver Consulting Group6,304$407K0.08%013F-HRTimeline
Continuum Advisory, LLC4,517$291K0.02%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,222$273K<0.01%013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,378$218K<0.01%new13F-HRTimelineGroup
Independence Wealth Advisors, LLC3,176$205K0.1%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,150$203K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC3,112$201K<0.01%-1,42113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,093$200K<0.01%-1,71113F-HRTimelineGroup
Triumph Capital Management2,015$130K0.02%-9513F-HRTimeline
SIGNATUREFD, LLC1,980$128K<0.01%-22013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY500$32.3K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…376$24.2K<0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC237$15.3K0.01%-20013F-HRTimeline
UBS Group AGin group UBS Group AG235$15.2K<0.01%-15913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.200$12.9K<0.01%013F-HRTimeline
Bogart Wealth, LLC160$10.3K<0.01%013F-HRTimeline
Mosley Wealth Management152$9.81K<0.01%new13F-HRTimeline
Parallel Advisors, LLC136$8.8K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.14$903<0.01%-1013F-HRTimeline
VALLEY NATIONAL ADVISERS INC13$839<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4$258<0.01%new13F-HRTimelineGroup