ETF Holders

Who owns QBUL?

Leveraged, inverse or options

TrueShares Quarterly Bull Hedge ETF · TrueShares

18 institutions reported holding QBUL, worth $18.3M, in Form 13F filings for June 30, 2026.

13F holders
18
Institutional value
$18.3M
Change from prior quarter
+37.5%
+$5.0M, with price moves
New and sold-out firms
6 / 3
4 added, 6 trimmed

Top 10 institutional holders of QBUL

FirmLocationValueSharesChange
TrueMark Investments, LLCChicago, IL$15.4M639,278+297,244 shares
Old Mission Capital LLCChicago, IL$806K33,366New position
AE Wealth Management LLCTopeka, KS$802K33,202−79,179 shares
Aegis Wealth Management, Inc.Guthrie Center, IA$569K23,561+1,223 shares
Howard Bailey Securities, LLCFort Wayne, IN$238K9,849−17,122 shares
Csenge Advisory GroupClearwater, FL$207K8,567−25,955 shares
Key Capital Management, INCHendersonville, Tn 37075, TN$88K3,650−6,439 shares
Lloyd Advisory Services, LLC.Suwanee, GA$72K2,971+2,543 shares
Elevated Capital Advisors, LLCSandy, UT$19K787No change
Compass Financial Management LLCTampa, FL$16K658New position
8 more firms

The full list comes with the Advisors and Institutions package.

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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 QBUL?

18 institutional managers reported holding QBUL in Form 13F filings for June 30, 2026, worth $18.3M in total. The largest reported position was held by TrueMark Investments, LLC, at $15.4M.

Did institutions buy or sell QBUL last quarter?

Reported 13F value rose 37.5% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 3 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 QBUL 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.