38 institutions reported holding $58.8M of ELEVATION SERIES TRUST (QBER) in SEC 13F filings for 2026-03-31. Largest institutional holders: AE Wealth Management LLC ($22.6M), TrueMark Investments, LLC ($9.0M), Mid-American Wealth Advisory Group, Inc. ($8.1M), Authentikos Wealth Advisory, LLC ($4.2M), Elevated Capital Advisors, LLC ($2.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | AE Wealth Management LLC | $22.6M | 936,998 | Trimmed |
| 2 | TrueMark Investments, LLC | $9.0M | 372,048 | Added |
| 3 | Mid-American Wealth Advisory Group, Inc. | $8.1M | 337,316 | Hold |
| 4 | Authentikos Wealth Advisory, LLC | $4.2M | 173,808 | Trimmed |
| 5 | Elevated Capital Advisors, LLC | $2.7M | 111,442 | Added |
| 6 | FSR Wealth Management Ltd. | $2.1M | 89,066 | Trimmed |
| 7 | POM Investment Strategies, LLC | $1.8M | 73,396 | New |
| 8 | SMART Wealth LLC | $1.1M | 44,145 | Trimmed |
| 9 | Outlook Wealth Advisors, LLC | $997,907 | 41,350 | Trimmed |
| 10 | Csenge Advisory Group | $939,629 | 38,935 | Trimmed |
| 11 | FWG Investments, LLC. | $883,941 | 36,628 | Trimmed |
| 12 | FSA Advisors, Inc. | $708,206 | 29,346 | New |
| 13 | GOLDMAN SACHS GROUP INC | $703,990 | 29,171 | New |
| 14 | Integrated Wealth Management | $665,110 | 27,560 | Trimmed |
| 15 | Networth Advisors, LLC | $562,448 | 23,306 | Trimmed |
| 16 | HOWARD BAILEY SECURITIES, LLC | $453,162 | 18,778 | Trimmed |
| 17 | Quest 10 Wealth Builders, Inc. | $277,652 | 11,505 | Trimmed |
| 18 | Aegis Wealth Management, Inc. | $253,929 | 10,522 | Trimmed |
| 19 | Blackston Financial Advisory Group, LLC | $225,332 | 9,337 | Trimmed |
| 20 | Key Capital Management, INC | $177,982 | 7,375 | Trimmed |
| 21 | JPMORGAN CHASE & CO | $120,375 | 4,968 | New |
| 22 | EVOLUTION WEALTH MANAGEMENT INC. | $72,110 | 2,988 | Trimmed |
| 23 | MORGAN STANLEY | $56,930 | 2,359 | Hold |
| 24 | UBS Group AG | $41,364 | 1,714 | Added |
| 25 | HUNTINGTON NATIONAL BANK | $33,231 | 1,377 | New |
Source: SEC Form 13F filings · as of 2026-03-31