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ONEH ELEVATION SERIES TRUST

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TRUESHARES EQTY (fund)

18 managers (18 13F filers) reported a position in ONEH shares at 2026-06-30, 397,239 shares in all. 7 filers opened a position and 1 filer sold out during the quarter.

Managers
18
13F filers
18
New
7
Added
5
Reduced
5
Sold out
1
Shares held by filers
397,239

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
AE Wealth Management LLC213,613$5.27M0.02%+7,65813F-HRTimeline
Lloyd Advisory Services, LLC.59,760$1.47M0.57%+56,43513F-HRTimeline
Mid-American Wealth Advisory Group, Inc.41,053$1.01M0.37%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC18,106$447K0.12%-42413F-HRTimeline
HOWARD BAILEY SECURITIES, LLC17,248$426K0.16%-35713F-HRTimeline
Elevated Capital Advisors, LLC12,758$315K0.09%+6,58713F-HRTimeline
Great Lakes Retirement, Inc.8,957$221K0.02%-63613F-HRTimeline
Integrated Wealth Management8,283$204K0.22%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC6,462$159K0.07%new13F-HRTimeline
IFG Advisory, LLC3,337$82.4K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.3,081$76K0.02%-24413F-HRTimeline
Montgomery Financial Services LLC2,213$54.6K0.05%13F-HRTimeline
Networth Advisors, LLC937$23.1K0.01%+3913F-HRTimeline
POM Investment Strategies, LLC408$10.1K0.01%new13F-HRTimeline
Decker Retirement Planning Inc.369$9.11K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG290$7.16K<0.01%+12013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.232$5.73K<0.01%-59213F-HRTimeline
Key Capital Management, INC132$3.26K<0.01%new13F-HRTimeline