Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ELEVATION SERIES TRUST (QBER)

22 + Investors. Track Smart Money conviction in QBER. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
1Q ▼
Buyers last Q
19%

Smart Money Signals — QBER

Based on 22 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 5Q
For 1 consecutive quarter, more hedge funds reduced or closed their QBER positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 81% of 1.5Y peak

81% of all-time peak
22 funds currently hold this stock — 81% of the 1.5-year high of 27 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 4 quarters from the low — a sharp move.
🔴

Heavy selling pressure — only 19% buying

5 buying22 selling
Last quarter: 22 funds sold vs only 5 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 3 → 5 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 32% entered in last year

■ 0% conviction (2yr+) ■ 68% medium ■ 32% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

9 → 7 → 3 → 5 → 1 new funds/Q
New funds entering each quarter: 7 → 3 → 5 → 1. QBER is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 59% of holders entered in last year

■ 0% veterans ■ 41% 1-2yr ■ 59% new
Of 22 current holders: 13 (59%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
2 of 22 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: QBER

How many hedge funds hold QBER — quarterly history vs. share price
Quarterly hedge fund ownership of QBER vs. share price

Market Analysis: QBER

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QBER

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 3 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: QBER
2026 Q1 Stats Unlock in 12 days 22 + Investors

Track Smart Money conviction in QBER. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 22 27 -18.52%
13F Shares 5M 6M -15.4%
Total Value $127M $154M -17.7%
New Positions 1 5 -4
Increased Positions 4 18 -14
Closed Positions 6 1 +5
Reduced Positions 16 4 +12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QBER

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Valuation Measures Data as of: --

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Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

22 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in QBER. Verified SEC 13F-HR filings.

Top 22 institutional holders of QBER — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mid-American Wealth Advisory Group, Inc. 3.42% 337,316 $8.1M
2 Authentikos Wealth Advisory, LLC 2.83% 173,808 $4.2M
3 Wellment Financial 2.66% 89,066 $2.1M
4 TrueMark Investments, LLC 1.75% 372,048 $9.0M
5 Integrated Wealth Management 0.76% 27,560 $665K
6 Elevated Capital Advisors, LLC 0.68% 111,442 $2.7M
7 FWG Investments, LLC. 0.56% 36,628 $884K
8 FSA Advisors, Inc. 0.47% 29,346 $708K
9 Networth Advisors, LLC 0.40% 23,306 $562K
10 SMART Wealth LLC 0.31% 44,145 $1.1M
11 Quest 10 Wealth Builders, Inc. 0.24% 11,505 $278K
12 Outlook Wealth Advisors, LLC 0.24% 41,350 $998K
13 Aegis Wealth Management, Inc. 0.20% 10,522 $254K
14 HOWARD BAILEY SECURITIES, LLC 0.19% 18,778 $453K
15 Blackston Financial Advisory Group, LLC 0.14% 9,337 $225K
16 Key Capital Management, INC 0.12% 7,375 $178K
17 EVOLUTION WEALTH MANAGEMENT INC. 0.05% 2,988 $72K
18 Csenge Advisory Group 0.04% 38,935 $940K
19 Mosley Wealth Management 0.01% 1,078 $27K
20 Decker Retirement Planning Inc. 0.00% 448 $11K
21 Geneos Wealth Management Inc. 0.00% 476 $11K
22 UBS Group AG 0.00% 1,714 $41K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ELEVATION SERIES TRUST (QBER)

What does the Smart Money Trend signal show for QBER?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their QBER positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for QBER?

Heavy selling pressure — only 19% buying: Last quarter: 22 funds sold vs only 5 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for QBER holders?

Smaller funds dominant — 0% AUM from top-100: 2 of 22 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held QBER?

Mostly new holders — 32% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.