QBUL — Elevation Series Trust 机构持仓 · 2026年Q2
谁持有 Elevation Series Trust（QBUL）？2026年Q2（报告期截至 2026-06-30）共有 20 家机构在 SEC 13F 申报中报告持有，合计 1,827.65 万美元。前几大持有机构：TrueMark Investments, LLC（1,540.00 万美元）、Old Mission Capital LLC（80.56 万美元）、AE Wealth Management LLC（80.17 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | TrueMark Investments, LLC | $15.4M | 639,278 | 增持 |
| 2 | OLD MISSION CAPITAL LLC | $805,638 | 33,366 | 新建仓 |
| 3 | AE Wealth Management LLC | $801,651 | 33,202 | 减持 |
| 4 | Aegis Wealth Management, Inc. | $568,893 | 23,561 | 增持 |
| 5 | HOWARD BAILEY SECURITIES, LLC | $237,820 | 9,849 | 减持 |
| 6 | Csenge Advisory Group | $206,847 | 8,567 | 减持 |
| 7 | Key Capital Management, INC | $88,131 | 3,650 | 减持 |
| 8 | Lloyd Advisory Services, LLC. | $71,725 | 2,971 | 增持 |
| 9 | Elevated Capital Advisors, LLC | $19,003 | 787 | 持平 |
| 10 | COMPASS FINANCIAL MANAGEMENT LLC | $16,009 | 658 | 新建仓 |
| 11 | Mosley Wealth Management | $8,161 | 338 | 增持 |
| 12 | Kingdom Financial Group LLC. | $4,731 | 196 | 减持 |
| 13 | Networth Advisors, LLC | $4,419 | 183 | 减持 |
| 14 | TOUNJIAN ADVISORY PARTNERS, LLC | $2,825 | 117 | 新建仓 |
| 15 | IFG Advisory, LLC | $1,883 | 78 | 新建仓 |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1,738 | 72 | 新建仓 |
| 17 | MORGAN STANLEY | $1,304 | 54 | 持平 |
| 18 | UBS Group AG | $0 | 0 | 清仓 |
| 19 | OSAIC HOLDINGS, INC. | $0 | 0 | 清仓 |
| 20 | Integrated Wealth Management | $0 | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30