QBER Institutional Ownership & Shareholders
TRUESHARES QUARTLY B HDG ETF (QBER) is currently held by 34 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $47.49M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Truemark Investments, Llc is currently the largest disclosed institutional shareholder of QBER tracked by InsiderSet, reporting ownership valued at approximately $20.57M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $20.64M, representing an estimated gain of +0.37% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed QBER value among the investors covered in this analysis. Major shareholders include Truemark Investments, Llc, Authentikos Wealth Advisory, Llc, Mid-American Wealth Advisory Group, Inc., and several other long-term asset managers with concentrated positions in TRUESHARES QUARTLY B HDG ETF (QBER).
This page ranks the largest institutional QBER shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
34
Total Reported Value
$47.49M
Largest Holder
Truemark Investments, Llc
Largest Position
$20.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Truemark Investments, Llc | 2.58% | 864,077 | $20,565,033 | $20,641,417 | +$76,384 | +0.37% | |
| Authentikos Wealth Advisory, Llc | 2.68% | 176,349 | $4,197,115 | $4,212,695 | +$15,580 | +0.37% | |
| Mid-American Wealth Advisory Group, Inc. | 1.17% | 140,275 | $3,341,342 | $3,350,945 | +$9,603 | +0.29% | |
| Pom Investment Strategies, Llc | 2.15% | 111,959 | $2,666,863 | $2,674,521 | +$7,658 | +0.29% | |
| Wellment Financial | 2.49% | 97,241 | $2,316,289 | $2,322,932 | +$6,643 | +0.29% | |
| Elevated Capital Advisors, Llc | 0.39% | 58,882 | $1,401,390 | $1,406,597 | +$5,207 | +0.37% | |
| Csenge Advisory Group | 0.05% | 52,094 | $1,239,845 | $1,244,442 | +$4,597 | +0.37% | |
| Fwg Investments, Llc. | 0.56% | 44,216 | $1,052,344 | $1,056,249 | +$3,905 | +0.37% | |
| Outlook Wealth Advisors, Llc | 0.22% | 43,206 | $1,029,167 | $1,032,122 | +$2,955 | +0.29% | |
| Howard Bailey Securities, Llc | 0.39% | 42,525 | $1,012,934 | $1,015,854 | +$2,920 | +0.29% | |
| Integrated Wealth Management | 0.94% | 40,266 | $959,127 | $961,890 | +$2,763 | +0.29% | |
| Fsa Advisors, Inc. | 0.43% | 39,346 | $936,429 | $939,913 | +$3,484 | +0.37% | |
| Smart Wealth Llc | 0.20% | 39,202 | $933,002 | $936,473 | +$3,471 | +0.37% | |
| Lloyd Advisory Services, Llc. | 0.32% | 35,063 | $835,192 | $837,599 | +$2,407 | +0.29% | |
| Aegis Wealth Management, Inc. | 0.45% | 31,919 | $760,311 | $762,494 | +$2,183 | +0.29% | |
| Networth Advisors, Llc | 0.36% | 26,125 | $621,775 | $624,084 | +$2,309 | +0.37% | |
| Richmond Brothers, Inc. | 0.28% | 22,526 | $536,116 | $538,110 | +$1,994 | +0.37% | |
| Key Capital Management, Inc | 0.20% | 16,081 | $382,728 | $384,149 | +$1,421 | +0.37% | |
| Quest 10 Wealth Builders, Inc. | 0.23% | 13,177 | $313,876 | $314,777 | +$901 | +0.29% | |
| Tounjian Advisory Partners, Llc | 0.13% | 12,696 | $302,155 | $303,287 | +$1,132 | +0.37% | |
| Mosley Wealth Management | 0.08% | 11,786 | $283,100 | $281,549 | -$1,551 | -0.55% | |
| Centennial Advisors, Llc | 0.33% | 11,521 | $274,426 | $275,218 | +$792 | +0.29% | |
| Goldman Sachs Group Inc | 0.00% | 10,277 | $244,593 | $245,501 | +$908 | +0.37% | |
| Blackston Financial Advisory Group, Llc | 0.13% | 9,874 | $235,001 | $235,874 | +$873 | +0.37% | |
| Ifg Advisory, Llc | 0.01% | 7,564 | $180,020 | $180,692 | +$672 | +0.37% | |
| Evolution Wealth Management Inc. | 0.03% | 2,138 | $50,927 | $51,073 | +$146 | +0.29% | |
| Decker Retirement Planning Inc. | 0.01% | 1,489 | $35,468 | $35,570 | +$102 | +0.29% | |
| Huntington National Bank | 0.00% | 1,377 | $32,773 | $32,894 | +$121 | +0.37% | |
| Ubs Group Ag | 0.00% | 1,198 | $28,512 | $28,618 | +$106 | +0.37% | |
| Kingdom Financial Group Llc. | 0.01% | 1,155 | $27,491 | $27,591 | +$100 | +0.36% | |
| Geneos Wealth Management Inc. | 0.00% | 476 | $11,320 | $11,371 | +$51 | +0.45% | |
| Osaic Holdings, Inc. | 0.00% | 200 | $4,760 | $4,778 | +$18 | +0.37% | |
| Morgan Stanley | 0.00% | 165 | $3,927 | $3,942 | +$15 | +0.37% |
Frequently asked questions about QBER
Who are the largest institutional holders of QBER?
The largest institutional holders of QBER reported in the latest SEC Form 13F filings include Truemark Investments, Llc, Authentikos Wealth Advisory, Llc, Mid-American Wealth Advisory Group, Inc., Pom Investment Strategies, Llc, and Wellment Financial. InsiderSet ranks institutional holders by their latest reported QBER position.
What is QBER institutional ownership?
This page tracks QBER positions reported by institutional investment managers through SEC Form 13F. TRUESHARES QUARTLY B HDG ETF (QBER) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own QBER?
InsiderSet currently tracks 34 institutional managers reporting QBER holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of QBER shareholders.
How much QBER stock do institutions own?
Institutional investment managers disclosed approximately $47.49M in QBER holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was QBER institutional ownership last updated?
The latest QBER institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional QBER holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its QBER position after the reporting date.
Are institutions buying or selling QBER?
Institutional buying and selling can be analyzed by comparing QBER positions across consecutive 13F reporting periods. InsiderSet's QBER Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View QBER ownership changes.
How has QBER institutional ownership changed over time?
InsiderSet tracks QBER institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.