25 tracked 13F filers disclose a position in QBER as of the latest SEC 13F filings, a combined $54.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | $22.6M | 937K | ▼−70% Reduced · −2.2M sh | Q1 2026 | |
| 2 | TrueMark Investments, LLC | $20.6M | 864K | ▲+132% Added · +492K sh | Q2 2026 | |
| 3 | Mid-American Wealth Advisory Group, Inc. | $3.0M | 124K | ▼−63% Reduced · −213K sh | Q2 2026 | |
| 4 | Elevated Capital Advisors, LLC | $1.4M | 59K | ▼−47% Reduced · −53K sh | Q2 2026 | |
| 5 | FWG Investments, LLC. | $1.1M | 44K | ▲+21% Added · +8K sh | Q2 2026 | |
| 6 | Outlook Wealth Advisors, LLC | $1.0M | 44K | ▲+6.3% Added · +3K sh | Q2 2026 | |
| 7 | Csenge Advisory Group | $940K | 39K | ▼−58% Reduced · −54K sh | Q1 2026 | |
| 8 | Lloyd Advisory Services, LLC. | $822K | 35K | ▲36× Added · +34K sh | Q2 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $704K | 29K | ▲New +29K sh | Q1 2026 | |
| 10 | Networth Advisors, LLC | $622K | 26K | ▲+12% Added · +3K sh | Q2 2026 | |
| 11 | Key Capital Management, INC | $383K | 16K | ▲+118% Added · +9K sh | Q2 2026 | |
| 12 | Aegis Wealth Management, Inc. | $324K | 14K | ▲+29% Added · +3K sh | Q2 2026 | |
| 13 | TOUNJIAN ADVISORY PARTNERS, LLC | $302K | 13K | ▲Added Added · +13K sh | Q2 2026 | |
| 14 | Quest 10 Wealth Builders, Inc. | $301K | 13K | ▲+10.0% Added · +1K sh | Q2 2026 | |
| 15 | Mosley Wealth Management | $213K | 9K | ▲+730% Added · +8K sh | Q2 2026 | |
| 16 | JPMORGAN CHASE & CO | $120K | 5K | ▲New +5K sh | Q1 2026 | |
| 17 | EVOLUTION WEALTH MANAGEMENT INC. | $62K | 3K | ▼−13% Reduced · −403 sh | Q2 2026 | |
| 18 | MORGAN STANLEY | $57K | 2K | —Held | Q1 2026 | |
| 19 | UBS Group AG | $41K | 2K | ▲+368% Added · +1K sh | Q1 2026 | |
| 20 | HUNTINGTON NATIONAL BANK | $33K | 1K | ▲New +1K sh | Q1 2026 | |
| 21 | Decker Retirement Planning Inc. | $30K | 1K | ▲+177% Added · +793 sh | Q2 2026 | |
| 22 | Kingdom Financial Group LLC. | $27K | 1K | ▲+22% Added · +205 sh | Q2 2026 | |
| 23 | Geneos Wealth Management Inc. | $11K | 476 | —Held | Q2 2026 | |
| 24 | OSAIC HOLDINGS, INC. | $5K | 200 | —Held | Q1 2026 | |
| 25 | US BANCORP \DE\ | $2K | 84 | ▲New +84 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 0 funds opened a new position in QBER and 8 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 7 funds | $29.1M |
| TRUESHARES STRUC OUT SEP ETFSEPZ | 7 funds | $27.2M |
| ABBVIE INCABBV | 7 funds | $18.5M |
| BROADCOM INCAVGO | 7 funds | $11.1M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 6 funds | $117.5M |
| INVESCO QQQ TRUST SERIES 1QQQ | 6 funds | $82.6M |
| APPLE INCAAPL | 6 funds | $54.5M |
| VANGUARD S&P 500 ETFVOO | 6 funds | $31.5M |
| ISHARES S&P 500 GROWTH ETFIVW | 6 funds | $31.0M |
| MICROSOFT CORPMSFT | 6 funds | $28.7M |
| ISHARES CORE MSCI EMERGINGIEMG | 6 funds | $19.4M |
| AMAZON.COM INCAMZN | 6 funds | $18.7M |
Ranked by how many of QBER's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SEPZTRUESHARES STRUC | 26 funds | $88.2M |
| QBERthis pageTRUESHARES QUART | 25 funds | $54.6M |
| CEFZRIVERNORTH ACTIV | 25 funds | $13.4M |
| ONEZTRUESHARES SEASO | 24 funds | $121.6M |
| PAYMSP AU DE IN ETF | 22 funds | $81.5M |
| LRNZTRUESHS TECH AI | 22 funds | $4.1M |
| SOVFSOVEREIGNS CAPIT | 21 funds | $71.2M |
| AUGZTRUESHARES STRUC | 19 funds | $51.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for QBER
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/QBER/capital-change-brief"
Use Arkolith's capital_change_brief for QBER. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for QBER. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.