13F Insight
DOSSIER · 13F Holders · Q3 2026
LRNZ

TRUESHARES

34 institutions still hold TRUESHARES as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 210322756·34 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$9M
visible holders
Holders
34
filers reporting
Concentration
16.90%
Mid-American Wealth Advisory Group, Inc. #1
top holder share
AI Holders Summary · Q3 2026

34 institutions reported LRNZ in Q3 2026. Mid-American Wealth Advisory Group, Inc. leads at 16.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$1M21K0.51%Q3 202602
Brookstone Capital Management
CIK 0001599584
$1M19K0.01%Q3 202603
Authentikos Wealth Advisory, LLC
CIK 0001967054
$947K15K0.60%Q2 202604
WEDBUSH SECURITIES INC
CIK 0001142495
$556K14K0.02%Q1 202605
Cetera Investment Advisers
CIK 0001666741
$535K8K0.00%Q2 202606
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$534K8K0.00%Q2 202607
Acorn Wealth Advisors, LLC
CIK 0001730610
$470K7K0.12%Q3 202608
Weaver Consulting Group
CIK 0001780055
$436K6K0.08%Q3 202609
Sloy Dahl & Holst, LLC
CIK 0001690295
$428K6K0.06%Q3 202610
Continuum Advisory, LLC
CIK 0001846532
$291K5K0.02%Q2 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$273K4K0.00%Q2 202612
Independence Wealth Advisors, LLC
CIK 0002001765
$220K3K0.10%Q3 202613
Stratos Wealth Partners, LTD.
CIK 0001612865
$218K3K0.00%Q2 202614
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$208K5K0.00%Q2 202515
AE Wealth Management LLC
CIK 0001697723
$201K3K0.00%Q2 202616
Tower Research Capital LLC (TRC)
CIK 0001533421
$200K3K0.00%Q2 202617
SIGNATUREFD, LLC
CIK 0001456048
$137K2K0.00%Q3 202618
Triumph Capital Management
CIK 0001730765
$114K2K0.02%Q3 202619
Meriwether Wealth & Planning, LLC
CIK 0002055554
$35K5000.02%Q3 202620
MORGAN STANLEY
CIK 0000895421
$32K5000.00%Q2 2026
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