Who Owns QBER?
ELEVATION SERIES TRUST — Institutional Ownership & 13F Holdings
$23.82
+0.02 (+0.08%)
Market Cap
—
Shares Outstanding
6,500,000
Institutional Holders
33
Total Inst. Value
$103.8M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | AE Wealth Management LLC | $43.2M | 1,743,156 |
| 2 | 49 WEALTH MANAGEMENT, LLC | $28.3M | 1,140,664 |
| 3 | Lloyd Advisory Services, LLC. | $4.8M | 193,529 |
| 4 | Mid-American Wealth Advisory Group, Inc. | $4.1M | 166,705 |
| 5 | Authentikos Wealth Advisory, LLC | $3.1M | 123,567 |
| 6 | FSR Wealth Management Ltd. | $2.8M | 111,875 |
| 7 | B.O.S.S. Retirement Advisors, LLC | $2.6M | 106,894 |
| 8 | TOUNJIAN ADVISORY PARTNERS, LLC | $1.9M | 78,306 |
| 9 | TrueMark Investments, LLC | $1.7M | 70,416 |
| 10 | SMART Wealth LLC | $1.5M | 59,385 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| AE Wealth Management LLC | +11K | $43.2M |
| 49 WEALTH MANAGEMENT, LLC | +253K | $28.3M |
| LifeWealth Investments, LLC | +15K | $858K |
| Csenge Advisory Group | +5K | $793K |
| GeoWealth Management, LLC | +838 | $704K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Great Lakes Retirement, Inc. | -2K | $926K |
| Capital A Wealth Management, LLC | -1K | $16K |
Frequently Asked Questions
How many institutional investors hold QBER?
As of Q1 2025, 33 institutional investors report holding QBER (ELEVATION SERIES TRUST) in their 13F filings.
Which hedge fund owns the most QBER?
The largest institutional holder of QBER is AE Wealth Management LLC with $43.2M in shares.
Are institutions buying or selling QBER?
This quarter, 22 institutions opened new positions in QBER and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.