QBER — Elevation Series Trust 机构持仓 · 2026年Q2

Name: 谁持有 QBER？40 家机构、7,084 万美元（2026年Q2）
Creator: ko.io

谁持有 Elevation Series Trust（QBER）？2026年Q2（报告期截至 2026-06-30）共有 40 家机构在 SEC 13F 申报中报告持有，合计 7,084.25 万美元。前几大持有机构：AE Wealth Management LLC（2,570.00 万美元）、TrueMark Investments, LLC（2,060.00 万美元）、Authentikos Wealth Advisory, LLC（420.00 万美元）。

排名	机构	市值	股数	变动
1	AE Wealth Management LLC	$25.7M	1.1M	增持
2	TrueMark Investments, LLC	$20.6M	864,077	增持
3	Authentikos Wealth Advisory, LLC	$4.2M	176,349	增持
4	Mid-American Wealth Advisory Group, Inc.	$3.0M	124,400	减持
5	FSR Wealth Management Ltd.	$2.3M	94,800	增持
6	POM Investment Strategies, LLC	$1.9M	81,735	增持
7	Elevated Capital Advisors, LLC	$1.4M	58,882	减持
8	Csenge Advisory Group	$1.2M	52,094	增持
9	FWG Investments, LLC.	$1.1M	44,216	增持
10	Outlook Wealth Advisors, LLC	$1.0M	43,944	增持
11	HOWARD BAILEY SECURITIES, LLC	$969,098	40,718	增持
12	FSA Advisors, Inc.	$936,429	39,346	增持
13	SMART Wealth LLC	$933,002	39,202	减持
14	Integrated Wealth Management	$912,253	38,330	增持
15	Lloyd Advisory Services, LLC.	$821,929	34,535	增持
16	Networth Advisors, LLC	$621,775	26,125	增持
17	Richmond Brothers, Inc.	$536,116	22,526	新建仓
18	Key Capital Management, INC	$382,728	16,081	增持
19	Aegis Wealth Management, Inc.	$323,918	13,610	增持
20	TOUNJIAN ADVISORY PARTNERS, LLC	$302,155	12,696	新建仓
21	Quest 10 Wealth Builders, Inc.	$301,118	12,652	增持
22	Centennial Advisors, LLC	$283,657	11,918	新建仓
23	GOLDMAN SACHS GROUP INC	$244,593	10,277	减持
24	Blackston Financial Advisory Group, LLC	$235,001	9,874	增持
25	Mosley Wealth Management	$213,058	8,952	增持

来源：SEC 13F 申报文件 · 截至 2026-06-30