Who owns JULZWhat JULZ owns — n/a

Who owns Trueshares Structured Outcome (July) ETF?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of JULZ from SEC Form 13F filings across 18 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 18 institutions disclosed 595,434 shares of Trueshares Structured Outcome (July) ETF worth $27.0M — about 74.4% of shares outstanding; the largest disclosed holder is TrueMark Investments, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.

13F holders

$27.0M

value, 2026 filers

74.4%

of shares outstanding (595,434 sh)

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of JULZ's shares outstanding

#	Manager	Shares	Value	% of fund	% of co.	Δ shares QoQ
1	TrueMark Investments, LLC	462,156	$21.0M	2.6%	57.8%	+128.9%
2	Valtinson Bruner Financial Planning LLC	56,760	$2.6M	0.6%	7.1%	-0.8%
3	Mid-American Wealth Advisory Group, Inc.	23,191	$1.1M	0.4%	2.9%	+37.0%
4	FIDUCIARY FINANCIAL ADVISORSNEW	18,168	$823,995	0.1%	2.3%	new
5	Weaver Consulting Group	14,441	$654,965	0.1%	1.8%	0.0%
6	OLD MISSION CAPITAL LLC	8,111	$367,867	0.0%	1%	-76.0%
7	Capital Investment Advisory Services, LLC	6,648	$301,529	0.0%	0.8%	-2.8%
8	OSAIC HOLDINGS, INC.	2,400	$108,840	0.0%	0.3%	-8.3%
9	Arax Advisory Partners	1,600	$72,567	0.0%	0.2%	0.0%
10	AE Wealth Management LLC	729	$33,039	0.0%	0.1%	-14.8%
11	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	501	$22,722	0.0%	0.1%	+24.9%
12	HARBOUR INVESTMENTS, INC.	391	$17,733	0.0%	0%	-20.4%
13	Elevated Capital Advisors, LLC	232	$10,522	0.0%	0%	0.0%
14	COMPASS FINANCIAL MANAGEMENT LLCNEW	51	$2,369	0.0%	0%	new
15	IFG Advisory, LLCNEW	26	$1,179	0.0%	0%	new
16	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONEW	21	$952	0.0%	0%	new
17	DHJJ Financial Advisors, Ltd.	5	$227	0.0%	0%	-50.0%
18	Lloyd Advisory Services, LLC.NEW	3	$125	0.0%	0%	new

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.