DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
AIMS
SERIES PORTFOLIOS TR
1 institutions still hold SERIES PORTFOLIOS TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 81752T379·1 13F holders·last filed Mar 31, 2026
AI Holders Summary · Q1 2026
1 institutions reported AIMS in Q1 2026. HALBERT HARGROVE GLOBAL ADVISORS, LLC leads at 100.0% of the visible book. +4 net new institutions vs prior quarter — accumulation reading.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.