Who owns QBER?
TrueShares Quarterly Bear Hedge ETF · TrueShares
38 institutions reported holding QBER, worth $70.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of QBER
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| AE Wealth Management LLC | Topeka, KS | $25.7M | 1,081,663 | +144,665 shares |
| TrueMark Investments, LLC | Chicago, IL | $20.6M | 864,077 | +492,029 shares |
| Authentikos Wealth Advisory, LLC | Morgan Hill, CA | $4.2M | 176,349 | +2,541 shares |
| Mid-American Wealth Advisory Group, Inc. | Kansas City, MO | $3.0M | 124,400 | −212,916 shares |
| Wellment Financial | Elmhurst, IL | $2.3M | 94,800 | +5,734 shares |
| POM Investment Strategies, LLC | Raleigh, NC | $1.9M | 81,735 | +8,339 shares |
| Elevated Capital Advisors, LLC | Sandy, UT | $1.4M | 58,882 | −52,560 shares |
| Csenge Advisory Group | Clearwater, FL | $1.2M | 52,094 | +13,159 shares |
| FWG Investments, LLC. | Lexington, KY | $1.1M | 44,216 | +7,588 shares |
| Outlook Wealth Advisors, LLC | Shenandoah, TX | $1.0M | 43,944 | +2,594 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns QBER?
38 institutional managers reported holding QBER in Form 13F filings for June 30, 2026, worth $70.8M in total. The largest reported position was held by AE Wealth Management LLC, at $25.7M.
Did institutions buy or sell QBER last quarter?
Reported 13F value rose 20.5% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is QBER ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.