ONEZ ELEVATION SERIES TRUST
FollowTRUE SE BUFF ETF (fund)
11 managers (11 13F filers) reported a position in ONEZ shares at 2025-03-31, 992,965 shares in all. 11 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 11
- Added
- 0
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 992,965
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 2025
Filers in the available 13F reports with a share position at 2025-03-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 784,282 | $18.6M | 0.16% | new | 13F-HRTimeline |
| Wellment Financial | 54,701 | $1.3M | 1.71% | new | 13F-HRTimeline |
| SMART Wealth LLC | 52,976 | $1.26M | 0.45% | new | 13F-HRTimeline |
| FWG Investments, LLC. | 41,502 | $983K | 1.15% | new | 13F-HRTimeline |
| Weaver Consulting Group | 14,950 | $354K | 0.11% | new | 13F-HRTimeline |
| Quest 10 Wealth Builders, Inc. | 12,638 | $299K | 0.32% | new | 13F-HRTimeline |
| Csenge Advisory Group | 11,818 | $270K | 0.02% | new | 13F-HRTimeline |
| FSA Advisors, Inc. | 10,685 | $253K | 0.2% | new | 13F-HRTimeline |
| LifeWealth Investments, LLC | 8,577 | $203K | 0.1% | new | 13F-HR/ATimeline |
| Lord & Richards Wealth Management, LLC | 836 | $19.8K | 0.02% | new | 13F-HRTimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | new | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |