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..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Fsa Advisors, Inc.Buy+10,000+34.1%39,346$936.43KQ2 2026Aug 17, 2026
Goldman Sachs Group IncSell-18,894-64.8%10,277$244.59KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+7,5647,564$180.02KQ2 2026Aug 14, 2026
Authentikos Wealth Advisory, LlcBuy+2,541+1.5%176,349$4.20MQ2 2026Aug 14, 2026
Blackston Financial Advisory Group, LlcBuy+537+5.8%9,874$235.00KQ2 2026Aug 14, 2026
Morgan StanleySell-2,194-93.0%165$3.93KQ2 2026Aug 13, 2026
Ubs Group AgSell-516-30.1%1,198$28.51KQ2 2026Aug 13, 2026
Richmond Brothers, Inc.Buy+22,52622,526$536.12KQ2 2026Aug 11, 2026
Integrated Wealth ManagementBuy+10,770+39.1%38,330$912.25KQ2 2026Aug 11, 2026
Howard Bailey Securities, LlcBuy+21,940+116.8%40,718$969.10KQ2 2026Aug 10, 2026
Csenge Advisory GroupBuy+13,159+33.8%52,094$1.24MQ2 2026Aug 10, 2026
Lloyd Advisory Services, Llc.Buy+33,585+3535.3%34,535$821.93KQ2 2026Aug 07, 2026
Tounjian Advisory Partners, LlcBuy+12,69612,696$302.15KQ2 2026Aug 07, 2026
Kingdom Financial Group Llc.Buy+205+21.6%1,155$27.49KQ2 2026Aug 07, 2026
Smart Wealth LlcSell-4,943-11.2%39,202$933.00KQ2 2026Aug 06, 2026
Elevated Capital Advisors, LlcSell-52,560-47.2%58,882$1.40MQ2 2026Aug 03, 2026
Outlook Wealth Advisors, LlcBuy+2,594+6.3%43,944$1.05MQ2 2026Aug 03, 2026
Pom Investment Strategies, LlcBuy+8,339+11.4%81,735$1.95MQ2 2026Jul 31, 2026
Key Capital Management, IncBuy+8,706+118.0%16,081$382.73KQ2 2026Jul 28, 2026
Fwg Investments, Llc.Buy+7,588+20.7%44,216$1.05MQ2 2026Jul 28, 2026
Centennial Advisors, LlcBuy+11,91811,918$283.66KQ2 2026Jul 27, 2026
Quest 10 Wealth Builders, Inc.Buy+1,147+10.0%12,652$301.12KQ2 2026Jul 24, 2026
Mosley Wealth ManagementBuy+7,874+730.4%8,952$213.06KQ2 2026Jul 23, 2026
Wellment FinancialBuy+5,734+6.4%94,800$2.26MQ2 2026Jul 23, 2026
Truemark Investments, LlcBuy+492,029+132.2%864,077$20.57MQ2 2026Jul 22, 2026
Networth Advisors, LlcBuy+2,819+12.1%26,125$621.77KQ2 2026Jul 22, 2026
Evolution Wealth Management Inc.Sell-403-13.5%2,585$61.52KQ2 2026Jul 21, 2026
Mid-American Wealth Advisory Group, Inc.Sell-212,916-63.1%124,400$2.96MQ2 2026Jul 16, 2026
Aegis Wealth Management, Inc.Buy+3,088+29.3%13,610$323.92KQ2 2026Jul 16, 2026
Decker Retirement Planning Inc.Buy+793+177.0%1,241$29.54KQ2 2026Jul 16, 2026
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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.