QBER institutional holders

ELEVATION SERIES TRUST · 13F, 2026Q2

Managers holding38
Shares held2,975,266
Reported value$70.8m
Quarter flows9 new, 20 added, 7 trimmed, 2 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
AE Wealth Management LLC1,081,663$25.7m0.1%
TrueMark Investments, LLC864,077$20.6m2.6%
Authentikos Wealth Advisory, LLC176,349$4.2m2.7%
Mid-American Wealth Advisory Group, Inc.124,400$3.0m1.1%
Wellment Financial94,800$2.3m2.6%
POM Investment Strategies, LLC81,735$1.9m2.2%
Elevated Capital Advisors, LLC58,882$1.4m0.4%
Csenge Advisory Group52,094$1.2m0.1%
FWG Investments, LLC.44,216$1.1m0.6%
Outlook Wealth Advisors, LLC43,944$1.0m0.2%
HOWARD BAILEY SECURITIES, LLC40,718$969,0980.4%
FSA Advisors, Inc.39,346$936,4290.4%
SMART Wealth LLC39,202$933,0020.2%
Integrated Wealth Management38,330$912,2531.0%
Lloyd Advisory Services, LLC.34,535$821,9290.3%
Networth Advisors, LLC26,125$621,7750.4%
Richmond Brothers, Inc.22,526$536,1160.3%
Key Capital Management, INC16,081$382,7280.2%
Aegis Wealth Management, Inc.13,610$323,9180.2%
TOUNJIAN ADVISORY PARTNERS, LLC12,696$302,1550.1%
Quest 10 Wealth Builders, Inc.12,652$301,1180.2%
Centennial Advisors, LLC11,918$283,6570.3%
GOLDMAN SACHS GROUP INC10,277$244,5930.0%
Blackston Financial Advisory Group, LLC9,874$235,0010.1%
Mosley Wealth Management8,952$213,0580.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("QBER"). QBER price history · All 13F data

Get a free API keySee history bundlesDownload free samples