Who Owns ELEVATION SERIES TRUST (QBER)?Hedge Fund & Institutional Holders
$24.01+0.03 (+0.14%)BATS
Institutional Holders
33
as of Q4 2025
Total Institutional Value
$7.528497778085516e+92T
% of Float Held
—
QoQ Change in Holders
+15 / -5
Price History
QBER — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| AE Wealth Management LLC | New Position | +3.1M | +$75.3M |
| Lloyd Advisory Services, LLC. | New Position | +408K | +$9.8M |
| Mid-American Wealth Advisory Group, Inc. | New Position | +337K | +$8.1M |
| FSR Wealth Management Ltd. | New Position | +215K | +$5.2M |
| Outlook Wealth Advisors, LLC | New Position | +191K | +$4.6M |
| Authentikos Wealth Advisory, LLC | New Position | +185K | +$4.4M |
| HOWARD BAILEY SECURITIES, LLC | New Position | +132K | +$3.2M |
| TrueMark Investments, LLC | New Position | +124K | +$3.0M |
| B.O.S.S. Retirement Advisors, LLC | New Position | +106K | +$2.5M |
| Csenge Advisory Group | New Position | +93K | +$2.2M |
| FWG Investments, LLC. | New Position | +84K | +$2.0M |
| LifeWealth Investments, LLC | New Position | +67K | +$1.6M |
| Networth Advisors, LLC | New Position | +58K | +$1.4M |
| Aegis Wealth Management, Inc. | New Position | +58K | +$1.4M |
| Centennial Advisors, LLC | New Position | +52K | +$1.2M |
QBER — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| SMART Wealth LLC | Decreased | -6K | -$3.4B |
| Great Lakes Retirement, Inc. | Decreased | -23K | -$1.7B |
| FSA Advisors, Inc. | Closed Position | -69K | -$1.7B |
| Elevated Capital Advisors, LLC | Decreased | -1K | -$994.0M |
| Blackston Financial Advisory Group, LLC | Decreased | -3K | -$592.5M |
| OLD MISSION CAPITAL LLC | Closed Position | -12K | -$298.3M |
| Signal Advisors Wealth, LLC | Closed Position | -9K | -$232.5M |
| MORGAN STANLEY | Decreased | -140 | -$61.6M |
| OSAIC HOLDINGS, INC. | Decreased | -1K | -$32.1M |
| UBS Group AG | Decreased | -152 | -$12.8M |
| Richard W. Paul & Associates, LLC | Closed Position | -244 | -$6.0M |
| Advisory Services Network, LLC | Closed Position | -167 | -$4.1M |
Top Institutional Holders(Q4 2025)
QBER Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 30 | $133.8M | +17 |
| Q3 2025 | 13 | $9.1B | -14 |
| Q2 2025 | 27 | $107.9B | -6 |
| Q1 2025 | 33 | $104.5B | +18 |
| Q4 2024 | 15 | $725.8B | +8 |
| Q3 2024 | 7 | $1.6T | — |
As of Q4 2025, 33 institutional investors hold QBER (ELEVATION SERIES TRUST). The largest holder is AE Wealth Management LLC with $75.3M in shares. This quarter, 15 institutions opened new positions and 5 closed their positions.
Frequently Asked Questions
How many hedge funds own QBER?
As of Q4 2025, 33 institutional investors report holding QBER (ELEVATION SERIES TRUST) in their 13F filings.
Who is the largest institutional holder of QBER?
The largest institutional holder of QBER is AE Wealth Management LLC with $75.3M in shares.
Is institutional ownership of QBER increasing or decreasing?
This quarter, 15 institutions opened new positions in QBER and 5 closed their positions.