QBER

ELEVATION SERIES TRUST

Institutional Ownership · Q4 2025

Filing: Q4 2025

ELEVATION SERIES TRUST (QBER) is held by 125 institutional investors with combined holdings of $1.2B. Major holders include AE Wealth Management LLC, SRH ADVISORS, LLC, TrueMark Investments, LLC.

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Institutional Holders

125

Total Value

$1.2B

Ownership %

—

🏦 Top Institutional Holders

AE Wealth Management LLC

TrueMark Investments, LLC

3.3M shares

$119.0M

49 WEALTH MANAGEMENT, LLC

3.7M shares

$116.5M

Significant Wealth Partners LLC

2.5M shares

$50.6M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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