ELEVATION SERIES TRUST
Institutional coverage
29 13F filers hold $QBER.
13F holders
29
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
No exposure this quarterNo top-200 alpha managers currently hold $QBER. The institutional holders table below shows the broader 13F picture.
Institutional holders
Top 10 of 29 · Source: 13F-HR01
Northeast Financial Group, Inc.
1.75% of portfolio
372,048 sh
02
G2 Capital Management, LLC / Oh
3.42% of portfolio
337,316 sh
03
Core Wealth Partners LLC
2.83% of portfolio
173,808 sh
04
XML Financial, LLC
0.68% of portfolio
111,442 sh
05
B.O.S.S. Retirement Advisors, LLC
0.80% of portfolio
105,892 sh
06
Integrated Wealth Management
2.64% of portfolio
97,823 sh
07
Sterling Investment Counsel, LLC
2.66% of portfolio
89,066 sh
08
Guardian Wealth Advisors, LLC / Nc
2.20% of portfolio
73,396 sh
09
Vision Capital Corp
0.24% of portfolio
41,350 sh
10
Seelaus Asset Management LLC
0.04% of portfolio
38,935 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $QBER in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $QBER in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:06 UTC.