ELEVATION SERIES TRUST

$QBER
13F holders
29
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 10 of 29 · Source: 13F-HR
01
Northeast Financial Group, Inc.
02
G2 Capital Management, LLC / Oh
03
Core Wealth Partners LLC
04
XML Financial, LLC
05
B.O.S.S. Retirement Advisors, LLC
06
Integrated Wealth Management
07
Sterling Investment Counsel, LLC
08
Guardian Wealth Advisors, LLC / Nc
09
Vision Capital Corp
10
Seelaus Asset Management LLC

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 29 13F holders · Pro →

Smart Money · top-200 alpha cohort

No exposure this quarter

No top-200 alpha managers currently hold $QBER. The institutional holders table below shows the broader 13F picture.

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $QBER in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $QBER in the recent window.

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $QBER lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $QBER — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 13:38 UTC.