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TrueShares Structured Outcome July ETF

19 hedge funds and large institutions have $14.6M invested in TrueShares Structured Outcome July ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

11.27% more ownership

Funds ownership: 61.14%72.41% (+11%)

0% more funds holding

Funds holding: 1919 (0)

35% less capital invested

Capital invested by funds: $22.7M → $14.6M (-$8.04M)

67% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 9

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
TrueMark Investments
Illinois
$8.27M +$192K +4,145 +2%
VBFP
2
Valtinson Bruner Financial Planning
Minnesota
$2.43M -$15.3K -330 -0.6%
MAWAG
3
Mid-American Wealth Advisory Group
Missouri
$713K +$58K +1,250 +8%
WCG
4
Weaver Consulting Group
California
$608K +$12K +258 +2%
ECA
5
Elevated Capital Advisors
Utah
$541K -$14.2K -305 -2%
OMC
6
Old Mission Capital
Illinois
$496K -$39.9K -859 -7%
CIAS
7
Capital Investment Advisory Services
North Carolina
$290K -$3.3K -71 -1%
I2I
8
Insight 2811 Inc
Illinois
$288K -$46.4K -1,000 -13%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$271K +$299K +6,438 New
IA
10
IFP Advisors
Florida
$266K -$293K -6,322 -50%
JP Morgan Chase
11
JP Morgan Chase
New York
$232K -$49K -1,056 -16%
Osaic Holdings
12
Osaic Holdings
Arizona
$110K -$6.96K -150 -5%
AAP
13
Arax Advisory Partners
Colorado
$67.4K
AWM
14
AE Wealth Management
Kansas
$41.6K -$14.4K -311 -24%
HI
15
Harbour Investments
Wisconsin
$8.04K
UBS Group
16
UBS Group
Switzerland
$2.4K +$2.65K +57 New
LAS
17
Lloyd Advisory Services
Georgia
$2.07K +$2.27K +49 New
DFA
18
DHJJ Financial Advisors
Illinois
$422
AssetMark Inc
19
AssetMark Inc
California
$337 +$371 +8 New
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
-$5.78M -124,312 Closed
Goldman Sachs
21
Goldman Sachs
New York
-$464K -10,000 Closed
LPL Financial
22
LPL Financial
California
-$203K -4,382 Closed

JULZ Hedge Fund Activity: Q4 2025 in Review

19 of the 8,238 institutional investors tracked by Wall St. Rank reported a position in TrueShares Structured Outcome July ETF (JULZ) for Q4 2025, worth a combined $14.6M — down 35% from $22.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new JULZ positions and 3 closed out — a net gain of 1 holder — while 3 added to existing stakes and 9 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $299K. The largest seller was Wealth Enhancement Advisory Services, exiting entirely with an estimated $5.78M sold.

  • 19 institutional investors held TrueShares Structured Outcome July ETF (JULZ) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $14.6M of TrueShares Structured Outcome July ETF stock for Q4 2025, down 35% quarter-over-quarter.
  • 4 funds opened new TrueShares Structured Outcome July ETF positions in Q4 2025 and 3 closed out, a net change of +1 holder.
  • The largest TrueShares Structured Outcome July ETF buyer in Q4 2025 was Susquehanna International Group, an estimated $299K added.
  • The largest TrueShares Structured Outcome July ETF seller in Q4 2025 was Wealth Enhancement Advisory Services, an estimated $5.78M sold.

Based on aggregated 13F filings for Q4 2025.