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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ae Wealth Management Llc, Lloyd Advisory Services, Llc., Mid-American Wealth Advisory Group, Inc., Wellment Financial, and Outlook Wealth Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Fmr Llc | Sell | -1 | -100.0% | 0 | $0.00 | Q4 2025 | Nov 05, 2026 |
| Integrated Wealth Management | Buy | +97,823 | — | 97,823 | $2.34M | Q4 2025 | Mar 03, 2026 |
| Geowealth Management, Llc | Buy | +421 | — | 421 | $10.09K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +200 | — | 200 | $4.79K | Q4 2025 | Feb 17, 2026 |
| Morgan Stanley | Buy | +2,359 | — | 2,359 | $56.55K | Q4 2025 | Feb 13, 2026 |
| Great Lakes Retirement, Inc. | Buy | +47,272 | — | 47,272 | $1.13M | Q4 2025 | Feb 12, 2026 |
| Outlook Wealth Advisors, Llc | Buy | +190,766 | — | 190,766 | $4.57M | Q4 2025 | Feb 11, 2026 |
| Howard Bailey Securities, Llc | Buy | +132,406 | — | 132,406 | $3.17M | Q4 2025 | Feb 11, 2026 |
| Evolution Wealth Management Inc. | Buy | +10,355 | — | 10,355 | $248.21K | Q4 2025 | Feb 10, 2026 |
| Lloyd Advisory Services, Llc. | Buy | +407,925 | — | 407,925 | $9.78M | Q4 2025 | Feb 06, 2026 |
| Authentikos Wealth Advisory, Llc | Buy | +185,073 | — | 185,073 | $4.44M | Q4 2025 | Feb 06, 2026 |
| Csenge Advisory Group | Buy | +92,913 | — | 92,913 | $2.23M | Q4 2025 | Feb 06, 2026 |
| Kingdom Financial Group Llc. | Buy | +21,379 | — | 21,379 | $512.45K | Q4 2025 | Feb 06, 2026 |
| Blackston Financial Advisory Group, Llc | Buy | +20,986 | — | 20,986 | $503.03K | Q4 2025 | Feb 06, 2026 |
| Aegis Wealth Management, Inc. | Buy | +57,598 | — | 57,598 | $1.38M | Q4 2025 | Feb 05, 2026 |
| B.O.S.S. Retirement Advisors, Llc | Buy | +105,892 | — | 105,892 | $2.54M | Q4 2025 | Feb 02, 2026 |
| Quest 10 Wealth Builders, Inc. | Buy | +30,389 | — | 30,389 | $728.42K | Q4 2025 | Jan 29, 2026 |
| Golden Reserve Retirement Llc | Buy | +14,567 | — | 14,567 | $349.17K | Q4 2025 | Jan 29, 2026 |
| Ubs Group Ag | Buy | +366 | — | 366 | $8.77K | Q4 2025 | Jan 29, 2026 |
| Fwg Investments, Llc. | Buy | +84,272 | — | 84,272 | $2.02M | Q4 2025 | Jan 28, 2026 |
| Geneos Wealth Management Inc. | Buy | +476 | — | 476 | $11.40K | Q4 2025 | Jan 28, 2026 |
| Wellment Financial | Buy | +215,394 | — | 215,394 | $5.16M | Q4 2025 | Jan 27, 2026 |
| Elevated Capital Advisors, Llc | Buy | +39,143 | — | 39,143 | $938.26K | Q4 2025 | Jan 27, 2026 |
| Ae Wealth Management Llc | Buy | +3,143,229 | — | 3,143,229 | $75.34M | Q4 2025 | Jan 26, 2026 |
| Smart Wealth Llc | Buy | +132,716 | — | 132,716 | $3.18M | Q4 2025 | Jan 26, 2026 |
| Lifewealth Investments, Llc | Buy | +67,077 | — | 67,077 | $1.61M | Q4 2025 | Jan 26, 2026 |
| Key Capital Management, Inc | Buy | +13,681 | — | 13,681 | $327.93K | Q4 2025 | Jan 26, 2026 |
| Decker Retirement Planning Inc. | Buy | +922 | — | 922 | $22.10K | Q4 2025 | Jan 26, 2026 |
| Mid-American Wealth Advisory Group, Inc. | Buy | +337,316 | — | 337,316 | $8.09M | Q4 2025 | Jan 23, 2026 |
| Networth Advisors, Llc | Buy | +58,342 | — | 58,342 | $1.40M | Q4 2025 | Jan 22, 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.