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ONEZ ELEVATION SERIES TRUST

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TRUE SE BUFF ETF (fund)

34 managers (34 13F filers) reported a position in ONEZ shares at 2026-03-31, 3,773,796 shares in all. 9 filers opened a position and 0 filers sold out during the quarter.

Managers
34
13F filers
34
New
9
Added
11
Reduced
10
Sold out
0
Shares held by filers
3,773,796

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
AE Wealth Management LLC2,542,160$63.6M0.34%+111,40813F-HRTimeline
Mid-American Wealth Advisory Group, Inc.154,728$4.02M1.7%013F-HRTimeline
Wellment Financial138,627$3.47M4.29%+5,53613F-HRTimeline
SMART Wealth LLC122,673$3.07M0.9%-7,80013F-HRTimeline
FWG Investments, LLC.87,917$2.2M1.4%+1,55313F-HRTimeline
Elevated Capital Advisors, LLC87,029$2.18M0.55%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC74,171$1.86M0.57%-3,91513F-HRTimeline
HOWARD BAILEY SECURITIES, LLC69,222$1.73M0.71%-1,57413F-HRTimeline
Integrated Wealth Management55,094$1.38M1.58%+7,18013F-HRTimeline
FSA Advisors, Inc.50,376$1.26M0.83%new13F-HRTimeline
POM Investment Strategies, LLC46,995$1.18M1.46%new13F-HRTimeline
LifeWealth Investments, LLC37,580$941K0.28%-12,73713F-HRTimeline
Great Lakes Retirement, Inc.36,949$925K0.1%-2,57313F-HRTimeline
Aegis Wealth Management, Inc.30,348$760K0.6%+6,22313F-HRTimeline
Csenge Advisory Group30,075$753K0.03%+20313F-HRTimeline
Quest 10 Wealth Builders, Inc.28,743$720K0.63%+1,01313F-HRTimeline
Centennial Advisors, LLC28,584$716K0.91%-1,18413F-HRTimeline
Outlook Wealth Advisors, LLC26,107$654K0.16%-25,35113F-HRTimeline
Golden Reserve Retirement LLC20,667$517K0.11%+12,55313F-HRTimeline
Networth Advisors, LLC18,922$474K0.33%-16213F-HRTimeline
Authentikos Wealth Advisory, LLC15,180$380K0.26%+1,61213F-HRTimeline
Lloyd Advisory Services, LLC.14,905$373K0.11%-295,95813F-HRTimeline
Kingdom Financial Group LLC.14,905$373K0.11%-1,57613F-HRTimeline
Weaver Consulting Group11,950$299K0.07%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,561$264K<0.01%new13F-HRTimelineGroup
Triad Wealth Partners, LLC8,417$211K0.02%new13F-HRTimeline
Mosley Wealth Management3,725$98.8K0.04%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.2,417$60.5K0.04%013F-HRTimeline
Key Capital Management, INC2,375$59.5K0.04%+1,19713F-HRTimeline
UBS Group AGin group UBS Group AG1,284$32.1K<0.01%new13F-HRTimelineGroup
Decker Retirement Planning Inc.701$17.6K0.01%+27213F-HRTimeline
GeoWealth Management, LLC279$6.99K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\80$2K<0.01%new13F-HRTimelineGroup
Triumph Capital Management50$1.25K<0.01%013F-HRTimeline