Who Owns QBUL?
ELEVATION SERIES TRUST — Institutional Ownership & 13F Holdings
$24.00
+0.03 (+0.13%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
30
Total Inst. Value
$42.7M
% 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 | $23.9M | 959,716 |
| 2 | Lloyd Advisory Services, LLC. | $3.0M | 122,684 |
| 3 | Mid-American Wealth Advisory Group, Inc. | $2.2M | 89,736 |
| 4 | B.O.S.S. Retirement Advisors, LLC | $1.7M | 68,987 |
| 5 | FSR Wealth Management Ltd. | $1.4M | 57,954 |
| 6 | TrueMark Investments, LLC | $1.3M | 53,186 |
| 7 | TOUNJIAN ADVISORY PARTNERS, LLC | $1.1M | 45,850 |
| 8 | Authentikos Wealth Advisory, LLC | $1.1M | 43,848 |
| 9 | Elevated Capital Advisors, LLC | $1.0M | 41,182 |
| 10 | SMART Wealth LLC | $795K | 31,966 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| AE Wealth Management LLC | +14K | $23.9M |
| LifeWealth Investments, LLC | +9K | $528K |
| Csenge Advisory Group | +3K | $424K |
| GeoWealth Management, LLC | +1K | $396K |
| Quest 10 Wealth Builders, Inc. | +2K | $175K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Great Lakes Retirement, Inc. | -1K | $599K |
| Capital A Wealth Management, LLC | -874 | $10K |
Frequently Asked Questions
How many institutional investors hold QBUL?
As of Q1 2025, 30 institutional investors report holding QBUL (ELEVATION SERIES TRUST) in their 13F filings.
Which hedge fund owns the most QBUL?
The largest institutional holder of QBUL is AE Wealth Management LLC with $23.9M in shares.
Are institutions buying or selling QBUL?
This quarter, 20 institutions opened new positions in QBUL and 3 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.