Among active 13F managers last quarter, 1 opened and 3 added, while 5 reduced; the largest holder to move was TrueMark Investments, LLC (+87%).
16 tracked 13F filers disclose a position in QBUL as of the latest SEC 13F filings, a combined $19.3M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | TrueMark Investments, LLC | 639K | $15.4M | ▲+87% Added · +297K sh | Q2 2026 | |
| 2 | AE Wealth Management LLC | 112K | $2.6M | ▲+247% Added · +80K sh | Q1 2026 | |
| 3 | Aegis Wealth Management, Inc. | 24K | $569K | ▲+5.5% Added · +1K sh | Q2 2026 | |
| 4 | Howard Bailey Securities, LLC | 10K | $238K | ▼−63% Reduced · −17K sh | Q2 2026 | |
| 5 | Csenge Advisory Group | 9K | $207K | ▼−75% Reduced · −26K sh | Q2 2026 | |
| 6 | Key Capital Management, INC | 4K | $88K | ▼−64% Reduced · −6K sh | Q2 2026 | |
| 7 | Lloyd Advisory Services, LLC. | 3K | $72K | ▲+594% Added · +3K sh | Q2 2026 | |
| 8 | Elevated Capital Advisors, LLC | 787 | $19K | —Held | Q2 2026 | |
| 9 | Compass Financial Management LLC | 658 | $16K | ▲New +658 sh | Q2 2026 | |
| 10 | Mosley Wealth Management | 338 | $8K | ▲+182% Added · +218 sh | Q2 2026 | |
| 11 | Osaic Holdings, Inc. | 300 | $7K | ▼−51% Reduced · −308 sh | Q1 2026 | |
| 12 | Kingdom Financial Group LLC. | 196 | $5K | ▼−54% Reduced · −232 sh | Q2 2026 | |
| 13 | Networth Advisors, LLC | 183 | $4K | ▼−68% Reduced · −382 sh | Q2 2026 | |
| 14 | Tounjian Advisory Partners, LLC | 117 | $3K | ▲Added Added · +117 sh | Q2 2026 | |
| 15 | UBS Group AG | 79 | $2K | ▼−52% Reduced · −84 sh | Q1 2026 | |
| 16 | Morgan Stanley | 54 | $1K | —Held | 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, 1 fund opened a new position in QBUL and 3 added to an existing one, while 5 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
No filings captured for this ticker in the live stream yet.
Connected entities for QBUL
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/QBUL/capital-change-brief"
Use Arkolith's capital_change_brief for QBUL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for QBUL. Filings are public domain, sourced to SEC EDGAR.