17 institutions reported holding $59.2M of ELEVATION SERIES TRUST (QBER) in SEC 13F filings for 2026-06-30. Largest institutional holders: AE Wealth Management LLC ($25.7M), TrueMark Investments, LLC ($20.6M), Mid-American Wealth Advisory Group, Inc. ($3.0M), FSR Wealth Management Ltd. ($2.3M), POM Investment Strategies, LLC ($1.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | AE Wealth Management LLC | $25.7M | 1.1M | Added |
| 2 | TrueMark Investments, LLC | $20.6M | 864,077 | Added |
| 3 | Mid-American Wealth Advisory Group, Inc. | $3.0M | 124,400 | Trimmed |
| 4 | FSR Wealth Management Ltd. | $2.3M | 94,800 | Added |
| 5 | POM Investment Strategies, LLC | $1.9M | 81,735 | Added |
| 6 | Elevated Capital Advisors, LLC | $1.4M | 58,882 | Trimmed |
| 7 | FWG Investments, LLC. | $1.1M | 44,216 | Added |
| 8 | Outlook Wealth Advisors, LLC | $1.0M | 43,944 | Added |
| 9 | Networth Advisors, LLC | $621,775 | 26,125 | Added |
| 10 | Key Capital Management, INC | $382,728 | 16,081 | Added |
| 11 | Aegis Wealth Management, Inc. | $323,918 | 13,610 | Added |
| 12 | Quest 10 Wealth Builders, Inc. | $301,118 | 12,652 | Added |
| 13 | Centennial Advisors, LLC | $283,657 | 11,918 | New |
| 14 | Mosley Wealth Management | $213,058 | 8,952 | Added |
| 15 | EVOLUTION WEALTH MANAGEMENT INC. | $61,523 | 2,585 | Trimmed |
| 16 | Decker Retirement Planning Inc. | $29,536 | 1,241 | Added |
| 17 | CoreCap Advisors, LLC | $1,333 | 56 | New |
Source: SEC Form 13F filings · as of 2026-06-30