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 27 institutions that hold shares in the stock, with a total of 112,837 shares, which have been reported (via 13F filing form) to have a value of $4.18 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
23,246
shares
|
$861,729
0.03% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
16,720
shares
|
$619,810
0.0% of portfolio
|
Q4 2024
Reduced 10.58%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
10,320
shares
|
$382,562
0.0% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Apr 17, 2025 Q1 2025 |
9,735
shares
|
$360,876
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Apr 09, 2025 Q1 2025 |
8,939
shares
|
$331,368
0.16% of portfolio
|
Q1 2025
Added 52.26%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
8,325
shares
|
$308,607
0.0% of portfolio
|
Q4 2024
Added 46.98%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
6,780
shares
|
$251,334
0.1% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
5,260
shares
|
$194,988
0.0% of portfolio
|
Q4 2024
Reduced 37.71%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
4,913
shares
|
$182,124
0.0% of portfolio
|
Q4 2024
Reduced 75.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
4,529
shares
|
$167,890
0.0% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
3,258
shares
|
$120,774
0.09% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
2,700
shares
|
$100,089
0.0% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
2,185
shares
|
$80,997
0.01% of portfolio
|
Q4 2024
Added 11.59%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,086
shares
|
$77,328
0.0% of portfolio
|
Q4 2024
Added 56.14%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,342
shares
|
$49,747
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
450
shares
|
$16,681
0.0% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
376
shares
|
$13,938
0.0% of portfolio
|
Q1 2025
Reduced 42.68%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
356
shares
|
$13,196
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
339
shares
|
$12,566
0.01% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
338
shares
|
$12,529
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
160
shares
|
$5,931
0.0% of portfolio
|
Q2 2022
Added 190.91%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
136
shares
|
$5,041
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
125
shares
|
$4,633
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
123
shares
|
$4,559
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
95
shares
|
$3,521
0.0% of portfolio
|
Q1 2023
New holding
|