TrueShares Structured Outcome (September) ETF (SEPZ) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for SEPZ. 13F holdings as of 2026-06-30.
In 13F filings for the quarter ended June 30, 2026, 39 institutions reported holding SEPZ, with 2.2 million shares worth $100.3 million in aggregate.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| AE Wealth Management | 947,953 | $43M | DECREASED |
| Truemark Investments | 497,728 | $23M | INCREASED |
| Lloyd Advisory Services, LLC | 162,192 | $7M | INCREASED |
| Weaver Consulting Group | 68,984 | $3M | DECREASED |
| Valtinson Bruner Financial Planning | 50,875 | $2M | DECREASED |
Full institutional holdings, insider history, and congressional trades for TrueShares Structured Outcome (September) ETF on SentiSense.