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TrueShares Structured Outcome September ETF

33 hedge funds and large institutions have $75M invested in TrueShares Structured Outcome September ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

10% more funds holding

Funds holding: 3033 (+3)

5.97% less ownership

Funds ownership: 75.57%69.6% (-6%)

9% less capital invested

Capital invested by funds: $82.9M → $75M (-$7.83M)

65% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 17

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
6
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$41.7M +$49K +1,166 +0.1%
TI
2
TrueMark Investments
Illinois
$9.31M +$1.01M +23,967 +12%
WCG
3
Weaver Consulting Group
California
$2.83M -$12.7K -301 -0.4%
ECA
4
Elevated Capital Advisors
Utah
$2.13M +$2.21M +52,513 New
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$2.08M -$7.86K -187 -0.4%
SW
6
SMART Wealth
Nebraska
$1.93M -$159K -3,786 -7%
FWM
7
FSR Wealth Management
Illinois
$1.93M -$41.1K -977 -2%
BOSSRA
8
B.O.S.S. Retirement Advisors
Utah
$1.92M -$118K -2,818 -6%
HBS
9
Howard Bailey Securities
Indiana
$1.79M -$68.8K -1,636 -4%
FI
10
FWG Investments
Kentucky
$1.37M +$21.2K +505 +2%
IWMO
11
Integrated Wealth Management (Ohio)
Ohio
$940K -$252 -6 -0%
GLR
12
Great Lakes Retirement
Ohio
$939K -$97.2K -2,312 -9%
LI
13
LifeWealth Investments
Florida
$871K -$299K -7,112 -25%
CA
14
Centennial Advisors
Texas
$731K -$36.5K -869 -5%
FA
15
FSA Advisors
Michigan
$588K +$609K +14,489 New
PIS
16
POM Investment Strategies
North Carolina
$571K +$591K +14,070 New
Q1WB
17
Quest 10 Wealth Builders
Virginia
$495K +$9.59K +228 +2%
CAG
18
Csenge Advisory Group
Florida
$420K -$42.6K -1,013 -9%
LAS
19
Lloyd Advisory Services
Georgia
$389K -$7.82M -185,900 -95%
KFG
20
Kingdom Financial Group
Arizona
$389K -$45.5K -1,083 -10%
OWA
21
Outlook Wealth Advisors
Texas
$340K -$352K -8,383 -50%
CIAS
22
Capital Investment Advisory Services
North Carolina
$318K
Osaic Holdings
23
Osaic Holdings
Arizona
$316K -$291K -6,930 -47%
NA
24
Networth Advisors
Pennsylvania
$279K -$6.85K -163 -2%
OMC
25
Old Mission Capital
Illinois
$222K +$229K +5,455 New

SEPZ Hedge Fund Activity: Q1 2026 in Review

33 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in TrueShares Structured Outcome September ETF (SEPZ) for Q1 2026, worth a combined $75M — down 9.4% from $82.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SEPZ positions and 2 closed out — a net gain of 4 holders — while 6 added to existing stakes and 17 trimmed.

The largest buyer was Elevated Capital Advisors, opening a new position worth an estimated $2.21M. The largest seller was Lloyd Advisory Services, cutting an estimated $7.82M.

  • 33 institutional investors held TrueShares Structured Outcome September ETF (SEPZ) as of Q1 2026, up from 30 in Q4 2025.
  • Funds reported $75M of TrueShares Structured Outcome September ETF stock for Q1 2026, down 9.4% quarter-over-quarter.
  • 6 funds opened new TrueShares Structured Outcome September ETF positions in Q1 2026 and 2 closed out, a net change of +4 holders.
  • The largest TrueShares Structured Outcome September ETF buyer in Q1 2026 was Elevated Capital Advisors, an estimated $2.21M added.
  • The largest TrueShares Structured Outcome September ETF seller in Q1 2026 was Lloyd Advisory Services, an estimated $7.82M sold.

Based on aggregated 13F filings for Q1 2026.