Institutional Ownership Trueshares Technology, Ai & De (LRNZ)
This table provides information about the institutional ownership of Trueshares Technology, Ai & De (LRNZ). We have compiled data on the 25 institutions that hold shares in the stock, with a total of 118,028 shares, which have been reported (via 13F filing form) to have a value of $4.85 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
24,484
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
16,757
shares
|
$688,042
0.02% of portfolio
|
Q1 2025
Added 241.07%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
16,273
shares
|
$668,169
0.0% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Apr 17, 2025 Q1 2025 |
9,735
shares
|
$399,719
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
9,681
shares
|
$397,501
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Apr 09, 2025 Q1 2025 |
8,939
shares
|
$367,035
0.16% of portfolio
|
Q1 2025
Added 52.26%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
6,780
shares
|
$278,386
0.1% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Sloy Dahl & Holst, LLC
|
May 12, 2025 Q1 2025 |
6,070
shares
|
$249,234
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
4,877
shares
|
$200,249
0.0% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
3,258
shares
|
$133,773
0.09% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
2,700
shares
|
$110,862
0.0% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,238
shares
|
$91,892
0.0% of portfolio
|
Q1 2025
Added 66.77%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
2,185
shares
|
$89,716
0.01% of portfolio
|
Q4 2024
Added 11.59%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,336
shares
|
$54,856
0.0% of portfolio
|
Q1 2025
Reduced 35.95%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
892
shares
|
$36,625
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
450
shares
|
$18,477
0.0% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
376
shares
|
$15,438
0.0% of portfolio
|
Q1 2025
Reduced 42.68%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
339
shares
|
$13,919
0.01% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
176
shares
|
$7,226
0.0% of portfolio
|
Q1 2025
Reduced 47.93%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
160
shares
|
$6,569
0.0% of portfolio
|
Q2 2022
Added 190.91%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
136
shares
|
$5,584
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
95
shares
|
$3,900
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
90
shares
|
$3,695
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1
shares
|
$41
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|