16 institutions reported holding $13.3M of ELEVATION SERIES TRUST (QBUL) in SEC 13F filings for 2026-03-31. Largest institutional holders: TrueMark Investments, LLC ($8.1M), AE Wealth Management LLC ($2.6M), Csenge Advisory Group ($813,653), HOWARD BAILEY SECURITIES, LLC ($635,687), Aegis Wealth Management, Inc. ($526,491). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TrueMark Investments, LLC | $8.1M | 342,034 | Trimmed |
| 2 | AE Wealth Management LLC | $2.6M | 112,381 | Added |
| 3 | Csenge Advisory Group | $813,653 | 34,522 | Added |
| 4 | HOWARD BAILEY SECURITIES, LLC | $635,687 | 26,971 | Added |
| 5 | Aegis Wealth Management, Inc. | $526,491 | 22,338 | New |
| 6 | Integrated Wealth Management | $298,786 | 12,677 | New |
| 7 | Key Capital Management, INC | $237,791 | 10,089 | Added |
| 8 | Elevated Capital Advisors, LLC | $18,549 | 787 | Trimmed |
| 9 | Networth Advisors, LLC | $13,317 | 565 | Added |
| 10 | Lloyd Advisory Services, LLC. | $10,086 | 428 | Trimmed |
| 11 | Kingdom Financial Group LLC. | $10,086 | 428 | Added |
| 12 | OSAIC HOLDINGS, INC. | $7,071 | 300 | Trimmed |
| 13 | Mosley Wealth Management | $3,128 | 120 | New |
| 14 | UBS Group AG | $1,862 | 79 | Trimmed |
| 15 | MORGAN STANLEY | $1,273 | 54 | Hold |
| 16 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31