Who Owns ELEVATION SERIES TRUST (QBER)? -- Institutional Holders (2026-06-30)

40 institutions reported holding $70.8M 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), Authentikos Wealth Advisory, LLC ($4.2M), Mid-American Wealth Advisory Group, Inc. ($3.0M), FSR Wealth Management Ltd. ($2.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1AE Wealth Management LLC$25.7M1.1MAdded
2TrueMark Investments, LLC$20.6M864,077Added
3Authentikos Wealth Advisory, LLC$4.2M176,349Added
4Mid-American Wealth Advisory Group, Inc.$3.0M124,400Trimmed
5FSR Wealth Management Ltd.$2.3M94,800Added
6POM Investment Strategies, LLC$1.9M81,735Added
7Elevated Capital Advisors, LLC$1.4M58,882Trimmed
8Csenge Advisory Group$1.2M52,094Added
9FWG Investments, LLC.$1.1M44,216Added
10Outlook Wealth Advisors, LLC$1.0M43,944Added
11HOWARD BAILEY SECURITIES, LLC$969,09840,718Added
12FSA Advisors, Inc.$936,42939,346Added
13SMART Wealth LLC$933,00239,202Trimmed
14Integrated Wealth Management$912,25338,330Added
15Lloyd Advisory Services, LLC.$821,92934,535Added
16Networth Advisors, LLC$621,77526,125Added
17Richmond Brothers, Inc.$536,11622,526New
18Key Capital Management, INC$382,72816,081Added
19Aegis Wealth Management, Inc.$323,91813,610Added
20TOUNJIAN ADVISORY PARTNERS, LLC$302,15512,696New
21Quest 10 Wealth Builders, Inc.$301,11812,652Added
22Centennial Advisors, LLC$283,65711,918New
23GOLDMAN SACHS GROUP INC$244,59310,277Trimmed
24Blackston Financial Advisory Group, LLC$235,0019,874Added
25Mosley Wealth Management$213,0588,952Added

来源：SEC 13F 申报文件 · 截至 2026-06-30