Elevation Series Trust (QBER) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Elevation Series Trust (QBER) following the 2026 Q2 hedge fund 13F filings?

As of today, QBER has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), QBER gained +0.1% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Elevation Series Trust (QBER)

31 + Investors. Track Smart Money conviction in QBER. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — QBER

Based on 31 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q

The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

🏔️

At the ownership peak (97% of max)

97% of all-time peak

31 hedge funds hold QBER right now — the highest count in 1.8 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding QBER is almost the same as a year ago (-1 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.

🔴

Heavy selling pressure — only 27% buying

9 buying24 selling

Last quarter: 24 funds sold vs only 9 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 4 → 6 → 6 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 29% entered in last year

■ 0% conviction (2yr+) ■ 71% medium ■ 29% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

➡️

Steady discovery — ~6 new funds/quarter

7 → 4 → 6 → 6 → 6 new funds/Q

New funds entering each quarter: 4 → 6 → 6 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 0% veterans, 48% new entrants

■ 0% veterans ■ 52% 1-2yr ■ 48% new

Of 31 current holders: 0 (0%) held 2+ years, 16 held 1–2 years, 15 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds

3 of 31 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.7

out of 10

Moderate Exit Risk

Exit risk score 4.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	31	31	-
13F Shares	2M	6M	-57.19%
Total Value	$59M	$136M	-56.94%
New Positions	6	6	-
Increased Positions	3	4	-1
Closed Positions	6	6	-
Reduced Positions	18	20	-2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

13F Shares

-57.19%

Total Value

$59M

$136M

-56.94%

New Positions

Increased Positions

-1

Closed Positions

Reduced Positions

-2

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

31 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in QBER. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 QBER holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Authentikos Wealth Advisory, LLC	2.68%	176,349	$4.2M
2	TrueMark Investments, LLC	2.58%	864,077	$20.6M
3	Wellment Financial	2.57%	94,800	$2.3M
4	POM Investment Strategies, LLC	2.20%	81,735	$1.9M
5	Mid-American Wealth Advisory Group, Inc.	1.07%	124,400	$3.0M
6	Integrated Wealth Management	0.96%	38,330	$912K
7	FWG Investments, LLC.	0.56%	44,216	$1.1M
8	FSA Advisors, Inc.	0.43%	39,346	$936K
9	Elevated Capital Advisors, LLC	0.39%	58,882	$1.4M
10	Howard Bailey Securities, LLC	0.36%	40,718	$969K
11	Networth Advisors, LLC	0.36%	26,125	$622K
12	Centennial Advisors, LLC	0.34%	11,918	$284K
13	Lloyd Advisory Services, LLC.	0.32%	34,535	$822K
14	Richmond Brothers, Inc.	0.28%	22,526	$536K
15	Quest 10 Wealth Builders, Inc.	0.23%	12,652	$301K
16	Outlook Wealth Advisors, LLC	0.23%	43,944	$1.0M
17	Aegis Wealth Management, Inc.	0.21%	13,610	$324K
18	SMART Wealth LLC	0.20%	39,202	$933K
19	Key Capital Management, INC	0.20%	16,081	$383K
20	Blackston Financial Advisory Group, LLC	0.13%	9,874	$235K
21	Tounjian Advisory Partners, LLC	0.13%	12,696	$302K
22	AE Wealth Management LLC	0.12%	1,081,663	$25.7M
23	Mosley Wealth Management	0.07%	8,952	$213K
24	Csenge Advisory Group	0.05%	52,094	$1.2M
25	Evolution Wealth Management INC.	0.04%	2,585	$62K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Elevation Series Trust (QBER)

What does the Smart Money Trend signal show for QBER?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for QBER?

Heavy selling pressure — only 27% buying: Last quarter: 24 funds sold vs only 9 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for QBER holders?

Smaller funds dominant — 1% AUM from top-100: 3 of 31 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held QBER?

Mostly new holders — 29% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Elevation Series Trust (QBER) following the 2026 Q2 hedge fund 13F filings?

As of today, QBER has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), QBER has gained +0.1% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Elevation Series Trust (QBER)

Smart Money Signals — QBER

No change last quarter

At the ownership peak (97% of max)

Stable — ownership unchanged year-over-year

Heavy selling pressure — only 27% buying

Steady new buyers — ~6 new funds per quarter

Mostly new holders — 29% entered in last year

Steady discovery — ~6 new funds/quarter

Mixed cohorts — 0% veterans, 48% new entrants

Smaller funds dominant — 1% AUM from top-100

Institutional Sentiment Summary — QBER

Hedge Fund Ownership: QBER

Market Analysis: QBER

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: QBER

Is It Too Late to Buy Elevation Series Trust (QBER) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: QBER

Statistics: QBER

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Elevation Series Trust (QBER)

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