QBUL institutional holders
ELEVATION SERIES TRUST · 13F, 2026Q2
| Managers holding | 18 |
|---|---|
| Shares held | 756,943 |
| Reported value | $18.3m |
| Quarter flows | 6 new, 4 added, 6 trimmed, 3 exited |
Top 18 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| TrueMark Investments, LLC | 639,278 | $15.4m | 1.9% |
| OLD MISSION CAPITAL LLC | 33,366 | $805,638 | 0.0% |
| AE Wealth Management LLC | 33,202 | $801,651 | 0.0% |
| Aegis Wealth Management, Inc. | 23,561 | $568,893 | 0.4% |
| HOWARD BAILEY SECURITIES, LLC | 9,849 | $237,820 | 0.1% |
| Csenge Advisory Group | 8,567 | $206,847 | 0.0% |
| Key Capital Management, INC | 3,650 | $88,131 | 0.0% |
| Lloyd Advisory Services, LLC. | 2,971 | $71,725 | 0.0% |
| Elevated Capital Advisors, LLC | 787 | $19,003 | 0.0% |
| COMPASS FINANCIAL MANAGEMENT LLC | 658 | $16,009 | 0.0% |
| Mosley Wealth Management | 338 | $8,161 | 0.0% |
| Kingdom Financial Group LLC. | 196 | $4,731 | 0.0% |
| Networth Advisors, LLC | 183 | $4,419 | 0.0% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 117 | $2,825 | 0.0% |
| IFG Advisory, LLC | 78 | $1,883 | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 72 | $1,738 | 0.0% |
| MORGAN STANLEY | 54 | $1,304 | 0.0% |
| Integrated Wealth Concepts LLC | 16 | $386 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("QBUL"). QBUL price history · All 13F data