TRUESHARES QUARTLY B HDG ETF (QBER) Institutional Ownership Changes & 13F Activity
TRUESHARES QUARTLY B HDG ETF (QBER). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Truemark Investments, Llc, Mid-American Wealth Advisory Group, Inc., Elevated Capital Advisors, Llc, Lloyd Advisory Services, Llc., and Richmond Brothers, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Fsa Advisors, Inc. | Buy | +10,000 | +34.1% | 39,346 | $936.43K | Q2 2026 | Aug 17, 2026 |
| Goldman Sachs Group Inc | Sell | -18,894 | -64.8% | 10,277 | $244.59K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +7,564 | — | 7,564 | $180.02K | Q2 2026 | Aug 14, 2026 |
| Authentikos Wealth Advisory, Llc | Buy | +2,541 | +1.5% | 176,349 | $4.20M | Q2 2026 | Aug 14, 2026 |
| Blackston Financial Advisory Group, Llc | Buy | +537 | +5.8% | 9,874 | $235.00K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -2,194 | -93.0% | 165 | $3.93K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -516 | -30.1% | 1,198 | $28.51K | Q2 2026 | Aug 13, 2026 |
| Richmond Brothers, Inc. | Buy | +22,526 | — | 22,526 | $536.12K | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Management | Buy | +10,770 | +39.1% | 38,330 | $912.25K | Q2 2026 | Aug 11, 2026 |
| Howard Bailey Securities, Llc | Buy | +21,940 | +116.8% | 40,718 | $969.10K | Q2 2026 | Aug 10, 2026 |
| Csenge Advisory Group | Buy | +13,159 | +33.8% | 52,094 | $1.24M | Q2 2026 | Aug 10, 2026 |
| Lloyd Advisory Services, Llc. | Buy | +33,585 | +3535.3% | 34,535 | $821.93K | Q2 2026 | Aug 07, 2026 |
| Tounjian Advisory Partners, Llc | Buy | +12,696 | — | 12,696 | $302.15K | Q2 2026 | Aug 07, 2026 |
| Kingdom Financial Group Llc. | Buy | +205 | +21.6% | 1,155 | $27.49K | Q2 2026 | Aug 07, 2026 |
| Smart Wealth Llc | Sell | -4,943 | -11.2% | 39,202 | $933.00K | Q2 2026 | Aug 06, 2026 |
| Elevated Capital Advisors, Llc | Sell | -52,560 | -47.2% | 58,882 | $1.40M | Q2 2026 | Aug 03, 2026 |
| Outlook Wealth Advisors, Llc | Buy | +2,594 | +6.3% | 43,944 | $1.05M | Q2 2026 | Aug 03, 2026 |
| Pom Investment Strategies, Llc | Buy | +8,339 | +11.4% | 81,735 | $1.95M | Q2 2026 | Jul 31, 2026 |
| Key Capital Management, Inc | Buy | +8,706 | +118.0% | 16,081 | $382.73K | Q2 2026 | Jul 28, 2026 |
| Fwg Investments, Llc. | Buy | +7,588 | +20.7% | 44,216 | $1.05M | Q2 2026 | Jul 28, 2026 |
| Centennial Advisors, Llc | Buy | +11,918 | — | 11,918 | $283.66K | Q2 2026 | Jul 27, 2026 |
| Quest 10 Wealth Builders, Inc. | Buy | +1,147 | +10.0% | 12,652 | $301.12K | Q2 2026 | Jul 24, 2026 |
| Mosley Wealth Management | Buy | +7,874 | +730.4% | 8,952 | $213.06K | Q2 2026 | Jul 23, 2026 |
| Wellment Financial | Buy | +5,734 | +6.4% | 94,800 | $2.26M | Q2 2026 | Jul 23, 2026 |
| Truemark Investments, Llc | Buy | +492,029 | +132.2% | 864,077 | $20.57M | Q2 2026 | Jul 22, 2026 |
| Networth Advisors, Llc | Buy | +2,819 | +12.1% | 26,125 | $621.77K | Q2 2026 | Jul 22, 2026 |
| Evolution Wealth Management Inc. | Sell | -403 | -13.5% | 2,585 | $61.52K | Q2 2026 | Jul 21, 2026 |
| Mid-American Wealth Advisory Group, Inc. | Sell | -212,916 | -63.1% | 124,400 | $2.96M | Q2 2026 | Jul 16, 2026 |
| Aegis Wealth Management, Inc. | Buy | +3,088 | +29.3% | 13,610 | $323.92K | Q2 2026 | Jul 16, 2026 |
| Decker Retirement Planning Inc. | Buy | +793 | +177.0% | 1,241 | $29.54K | Q2 2026 | Jul 16, 2026 |
Frequently asked questions about QBER activity
Which institutional owners are buying QBER?
Institutional owners buying QBER include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in QBER activity?
"Buy" means an investor increased their reported position in QBER compared to the prior reporting period. This reflects growing exposure to TRUESHARES QUARTLY B HDG ETF (QBER) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in QBER increasing?
Institutional interest in QBER can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.