DECZ institutional holders

TrueShares Structured Outcome (December) ETF · 22 reporting institutions · $29M reported value

Funds that can replace DECZ · DECZ return decomposition

Institutional holdings

Institutions reporting DECZ, largest first
InstitutionReported positionAdvisors at firmReport period
Truemark Investments$25.1M22026-06-30
Weaver Consulting Group, LLC$1M42026-06-30
Old Mission Capital LLC$665.3K02026-06-30
Elevated Capital Advisors, LLC$625.6K202026-06-30
Ae Wealth Management LLC$439.4K4712026-06-30
Capital Investment Advisory Services, LLC$287.8K1032026-06-30
Creativeone Wealth, LLC$203.7K2212026-06-30
Harbour Investments, Inc.$167K2472026-06-30
Ifg Advisory, LLC$166.2K1102026-06-30
Aptus Capital Advisors, LLC$147.6K212026-06-30
Blue Bell Private Wealth Management, LLC$99.1K112026-06-30
Lloyd Advisory Services, Llc.$20.7K72026-06-30
Dhjj Financial Advisors, Ltd.$19.5K72026-06-30
Kingdom Financial Group Llc.$11.8K152026-06-30
Mosley Wealth Management$11.5K122026-06-30
Compass Financial Management LLC$9.7K462026-06-30
Tounjian Advisory Partners, LLC$6.6K52026-06-30
Fyra Capital Management$5.4K72025-09-30
Northwestern Mutual Wealth Management Co$2K02026-06-30
Peace of Mind Wealth Management$1.7K82026-06-30
Osaic Holdings, Inc.$1.4K02026-06-30
Integrated Wealth Concepts LLC$5184802026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30