TRUESHARES QUARTLY B HDG ETF (QBER) Institutional Shareholders
TRUESHARES QUARTLY B HDG ETF (QBER) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $45.06M in QBER holdings during the latest filing period.
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 $20.57M, representing an estimated gain of +0.04% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% 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
$45.06M
Largest Holder
Truemark Investments, Llc
Largest Position
$20.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
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 | $20,573,673 | +$8,640 | +0.04% | |
| Authentikos Wealth Advisory, Llc | 2.68% | 176,349 | $4,197,115 | $4,198,870 | +$1,755 | +0.04% | |
| Mid-American Wealth Advisory Group, Inc. | 1.07% | 124,400 | $2,960,712 | $2,961,964 | +$1,252 | +0.04% | |
| Wellment Financial | 2.57% | 94,800 | $2,256,248 | $2,257,188 | +$940 | +0.04% | |
| Pom Investment Strategies, Llc | 2.20% | 81,735 | $1,945,293 | $1,946,110 | +$817 | +0.04% | |
| Elevated Capital Advisors, Llc | 0.39% | 58,882 | $1,401,390 | $1,401,980 | +$590 | +0.04% | |
| Csenge Advisory Group | 0.05% | 52,094 | $1,239,845 | $1,240,358 | +$513 | +0.04% | |
| Fwg Investments, Llc. | 0.56% | 44,216 | $1,052,344 | $1,052,783 | +$439 | +0.04% | |
| Outlook Wealth Advisors, Llc | 0.23% | 43,944 | $1,045,859 | $1,046,307 | +$448 | +0.04% | |
| Howard Bailey Securities, Llc | 0.36% | 40,718 | $969,098 | $969,496 | +$398 | +0.04% | |
| Fsa Advisors, Inc. | 0.43% | 39,346 | $936,429 | $936,828 | +$399 | +0.04% | |
| Smart Wealth Llc | 0.20% | 39,202 | $933,002 | $933,400 | +$398 | +0.04% | |
| Integrated Wealth Management | 0.96% | 38,330 | $912,253 | $912,637 | +$384 | +0.04% | |
| Lloyd Advisory Services, Llc. | 0.32% | 34,535 | $821,929 | $822,278 | +$349 | +0.04% | |
| Networth Advisors, Llc | 0.36% | 26,125 | $621,775 | $622,036 | +$261 | +0.04% | |
| Richmond Brothers, Inc. | 0.28% | 22,526 | $536,116 | $536,344 | +$228 | +0.04% | |
| Key Capital Management, Inc | 0.20% | 16,081 | $382,728 | $382,889 | +$161 | +0.04% | |
| Aegis Wealth Management, Inc. | 0.21% | 13,610 | $323,918 | $324,054 | +$136 | +0.04% | |
| Tounjian Advisory Partners, Llc | 0.13% | 12,696 | $302,155 | $302,292 | +$137 | +0.05% | |
| Quest 10 Wealth Builders, Inc. | 0.23% | 12,652 | $301,118 | $301,244 | +$126 | +0.04% | |
| Centennial Advisors, Llc | 0.34% | 11,918 | $283,657 | $283,768 | +$111 | +0.04% | |
| Goldman Sachs Group Inc | 0.00% | 10,277 | $244,593 | $244,695 | +$102 | +0.04% | |
| Blackston Financial Advisory Group, Llc | 0.13% | 9,874 | $235,001 | $235,100 | +$99 | +0.04% | |
| Mosley Wealth Management | 0.07% | 8,952 | $213,058 | $213,147 | +$89 | +0.04% | |
| Ifg Advisory, Llc | 0.01% | 7,564 | $180,020 | $180,099 | +$79 | +0.04% | |
| Evolution Wealth Management Inc. | 0.04% | 2,585 | $61,523 | $61,549 | +$26 | +0.04% | |
| Huntington National Bank | 0.00% | 1,377 | $32,773 | $32,786 | +$13 | +0.04% | |
| Decker Retirement Planning Inc. | 0.01% | 1,241 | $29,536 | $29,548 | +$12 | +0.04% | |
| Ubs Group Ag | 0.00% | 1,198 | $28,512 | $28,524 | +$12 | +0.04% | |
| Kingdom Financial Group Llc. | 0.01% | 1,155 | $27,491 | $27,501 | +$10 | +0.03% | |
| Geneos Wealth Management Inc. | 0.00% | 476 | $11,320 | $11,334 | +$14 | +0.12% | |
| Osaic Holdings, Inc. | 0.00% | 200 | $4,760 | $4,762 | +$2 | +0.04% | |
| Morgan Stanley | 0.00% | 165 | $3,927 | $3,929 | +$2 | +0.04% | |
| Corecap Advisors, Llc | 0.00% | 56 | $1,333 | $1,333 | +$0 | +0.03% |
Frequently asked questions about QBER
Who owns the most QBER stock?
The largest holders of QBER are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for TRUESHARES QUARTLY B HDG ETF (QBER).
Is QBER widely held by superinvestors?
Many widely followed stocks like QBER appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly QBER is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.