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LRNZ ELEVATION SERIES TRUST

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TRUESHS TECH AI (fund)

25 managers (25 13F filers) reported a position in LRNZ shares at 2026-03-31, 127,476 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
25
13F filers
25
New
4
Added
8
Reduced
6
Sold out
3
Shares held by filers
127,476

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.17,134$817K0.34%013F-HRTimeline
Authentikos Wealth Advisory, LLC17,490$700K0.47%+4,68913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,845$634K<0.01%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC13,903$556K0.02%-3,20413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management13,706$549K0.01%new13F-HRTimelineGroup
Sloy Dahl & Holst, LLC8,175$327K0.04%+25013F-HRTimeline
Cetera Investment Advisers8,009$321K<0.01%+1,09913F-HRTimeline
Acorn Wealth Advisors, LLC6,545$262K0.08%-5813F-HRTimeline
Weaver Consulting Group6,304$252K0.06%-1113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,804$192K<0.01%+22313F-HRTimelineGroup
AE Wealth Management LLC4,533$181K<0.01%+54913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,222$169K<0.01%-12513F-HRTimelineGroup
SIGNATUREFD, LLC2,200$88K<0.01%013F-HRTimeline
Triumph Capital Management2,110$84.4K0.02%+13113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY500$20K<0.01%-10813F-HRTimelineGroup
Carolina Wealth Advisors, LLC437$17.5K0.01%+3813F-HRTimeline
UBS Group AGin group UBS Group AG394$15.8K<0.01%+31013F-HRTimelineGroup
Capital Investment Advisory Services, L…376$15K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.200$8K<0.01%013F-HRTimeline
Bogart Wealth, LLC160$6.4K<0.01%013F-HRTimeline
MAI Capital Management150$6K<0.01%new13F-HRTimeline
Parallel Advisors, LLC136$5.46K<0.01%013F-HR/ATimeline
Sunbelt Securities, Inc.95$3.8K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.24$960<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.24$960<0.01%-3913F-HRTimeline