Who Owns ELEVATION SERIES TRUST (QBUL)?Hedge Fund & Institutional Holders
$23.58-0.07 (-0.30%)BATS
Institutional Holders
14
as of Q4 2025
Total Institutional Value
$8.55000082700054e+41T
% of Float Held
—
QoQ Change in Holders
+8 / -1
Price History
QBUL — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| TrueMark Investments, LLC | New Position | +359K | +$8.6B |
| Csenge Advisory Group | New Position | +16K | +$369.0M |
| HOWARD BAILEY SECURITIES, LLC | New Position | +12K | +$290.0M |
| OLD MISSION CAPITAL LLC | Increased | +13K | +$276.9M |
| Lloyd Advisory Services, LLC. | New Position | +4K | +$98.0M |
| Kingdom Financial Group LLC. | New Position | +137 | +$3.0M |
| Key Capital Management, INC | New Position | +4K | +$97K |
| Networth Advisors, LLC | New Position | +281 | +$6K |
| AE Wealth Management LLC | New Position | +32K | +$0 |
QBUL — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Elevated Capital Advisors, LLC | Decreased | -951 | -$104.6M |
| UBS Group AG | Decreased | -2K | -$48.7M |
| OSAIC HOLDINGS, INC. | Decreased | -125 | -$19.1M |
| Advisory Services Network, LLC | Closed Position | -110 | -$2.9M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TrueMark Investments, LLC | 359,305 | $8.6B | 1.63% | Share |
| 2 | Elevated Capital Advisors, LLC | 34,789 | $827.0M | 0.19% | Share |
| 3 | OLD MISSION CAPITAL LLC | 22,750 | $541.0M | 0.01% | Share |
| 4 | Csenge Advisory Group | 15,511 | $369.0M | 0.02% | Share |
| 5 | HOWARD BAILEY SECURITIES, LLC | 12,226 | $290.0M | 0.11% | Share |
| 6 | Lloyd Advisory Services, LLC. | 4,121 | $98.0M | 0.04% | Share |
| 7 | Kingdom Financial Group LLC. | 137 | $3.0M | 0.00% | Share |
| 8 | UBS Group AG | 163 | $3.0M | 0.00% | Share |
| 9 | Key Capital Management, INC | 4,118 | $97K | 0.10% | Share |
| 10 | Networth Advisors, LLC | 281 | $6K | 0.00% | Share |
| 11 | OSAIC HOLDINGS, INC. | 608 | $0 | 0.00% | Share |
| 12 | AE Wealth Management LLC | 346 | $0 | 0.00% | Share |
| 13 | AE Wealth Management LLC | 32,050 | $0 | 0.00% | Share |
| 14 | MORGAN STANLEY | 54 | $0 | 0.00% | Share |
QBUL Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 13 | $10.7B | +7 |
| Q3 2025 | 6 | $1.3B | -19 |
| Q2 2025 | 25 | $44.6B | -5 |
| Q1 2025 | 30 | $42.7B | +17 |
| Q4 2024 | 13 | $25.1B | +4 |
| Q3 2024 | 9 | $816.8B | — |
As of Q4 2025, 14 institutional investors hold QBUL (ELEVATION SERIES TRUST). The largest holder is TrueMark Investments, LLC with $8.6B in shares. This quarter, 8 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own QBUL?
As of Q4 2025, 14 institutional investors report holding QBUL (ELEVATION SERIES TRUST) in their 13F filings.
Who is the largest institutional holder of QBUL?
The largest institutional holder of QBUL is TrueMark Investments, LLC with $8.6B in shares.
Is institutional ownership of QBUL increasing or decreasing?
This quarter, 8 institutions opened new positions in QBUL and 1 closed their positions.