Who owns QBUL?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of QBUL from SEC Form 13F filings across 18 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.
As of the 2026-06-30 reporting period, 18 institutions disclosed 756,943 shares of QBUL worth $18.3M; the largest disclosed holder is TrueMark Investments, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
18
13F holders
$18.3M
value, 2026 filers
756,943
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 QBUL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | TrueMark Investments, LLC | 639,278 | $15.4M | 1.9% | — | +86.9% |
| 2 | OLD MISSION CAPITAL LLCNEW | 33,366 | $805,638 | 0.0% | — | new |
| 3 | AE Wealth Management LLC | 33,202 | $801,651 | 0.0% | — | -70.5% |
| 4 | Aegis Wealth Management, Inc. | 23,561 | $568,893 | 0.4% | — | +5.5% |
| 5 | HOWARD BAILEY SECURITIES, LLC | 9,849 | $237,820 | 0.1% | — | -63.5% |
| 6 | Csenge Advisory Group | 8,567 | $206,847 | 0.0% | — | -75.2% |
| 7 | Key Capital Management, INC | 3,650 | $88,131 | 0.0% | — | -63.8% |
| 8 | Lloyd Advisory Services, LLC. | 2,971 | $71,725 | 0.0% | — | +594.2% |
| 9 | Elevated Capital Advisors, LLC | 787 | $19,003 | 0.0% | — | 0.0% |
| 10 | COMPASS FINANCIAL MANAGEMENT LLCNEW | 658 | $16,009 | 0.0% | — | new |
| 11 | Mosley Wealth Management | 338 | $8,161 | 0.0% | — | +181.7% |
| 12 | Kingdom Financial Group LLC. | 196 | $4,731 | 0.0% | — | -54.2% |
| 13 | Networth Advisors, LLC | 183 | $4,419 | 0.0% | — | -67.6% |
| 14 | TOUNJIAN ADVISORY PARTNERS, LLCNEW | 117 | $2,825 | 0.0% | — | new |
| 15 | IFG Advisory, LLCNEW | 78 | $1,883 | 0.0% | — | new |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONEW | 72 | $1,738 | 0.0% | — | new |
| 17 | MORGAN STANLEY | 54 | $1,304 | 0.0% | — | 0.0% |
| 18 | Integrated Wealth Concepts LLCNEW | 16 | $386 | 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.