Who owns QBER?
Institutional ownership of QBER from SEC Form 13F filings across 25 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
25
13F holders
$37.0M
value, 2026 filers
1.6M
shares disclosed
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of QBER's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 1.1M | $25.7M | 0.1% | — | +15.4% |
| 2 | Wellment Financial | 94,800 | $2.3M | 2.6% | — | +6.4% |
| 3 | POM Investment Strategies, LLC | 81,735 | $1.9M | 2.2% | — | +11.4% |
| 4 | Elevated Capital Advisors, LLC | 58,882 | $1.4M | 0.4% | — | -47.2% |
| 5 | Csenge Advisory Group | 52,094 | $1.2M | 0.1% | — | +33.8% |
| 6 | FSA Advisors, Inc. | 39,346 | $936,429 | 0.4% | — | +34.1% |
| 7 | Lloyd Advisory Services, LLC. | 34,535 | $821,929 | 0.3% | — | +3535.3% |
| 8 | Networth Advisors, LLC | 26,125 | $621,775 | 0.4% | — | +12.1% |
| 9 | Key Capital Management, INC | 16,081 | $382,728 | 0.2% | — | +118.0% |
| 10 | TOUNJIAN ADVISORY PARTNERS, LLCNEW | 12,696 | $302,155 | 0.1% | — | new |
| 11 | Quest 10 Wealth Builders, Inc. | 12,652 | $301,118 | 0.2% | — | +10.0% |
| 12 | GOLDMAN SACHS GROUP INC | 10,277 | $244,593 | 0.0% | — | -64.8% |
| 13 | Blackston Financial Advisory Group, LLC | 9,874 | $235,001 | 0.1% | — | +5.8% |
| 14 | Mosley Wealth Management | 8,952 | $213,058 | 0.1% | — | +730.4% |
| 15 | IFG Advisory, LLCNEW | 7,564 | $180,020 | 0.0% | — | new |
| 16 | EVOLUTION WEALTH MANAGEMENT INC. | 2,585 | $61,523 | 0.0% | — | -13.5% |
| 17 | COMPASS FINANCIAL MANAGEMENT LLCNEW | 1,284 | $30,623 | 0.0% | — | new |
| 18 | Decker Retirement Planning Inc. | 1,241 | $29,536 | 0.0% | — | +177.0% |
| 19 | UBS Group AG | 1,198 | $28,512 | 0.0% | — | -30.1% |
| 20 | Kingdom Financial Group LLC. | 1,155 | $27,491 | 0.0% | — | +21.6% |
| 21 | OSAIC HOLDINGS, INC. | 200 | $4,760 | 0.0% | — | 0.0% |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONEW | 193 | $4,593 | 0.0% | — | new |
| 23 | MORGAN STANLEY | 165 | $3,927 | 0.0% | — | -93.0% |
| 24 | Montgomery Financial Services LLCNEW | 79 | $1,880 | 0.0% | — | new |
| 25 | Integrated Wealth Concepts LLCNEW | 68 | $1,618 | 0.0% | — | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.