DOSSIER · 13F Holders · Q3 2026
AIMS
SERIES PORTFOLIOS TR
2 institutions still hold SERIES PORTFOLIOS TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 81752T379·2 13F holders·last filed Sep 30, 2026
AI Holders Summary · Q3 2026
2 institutions reported AIMS in Q3 2026. HALBERT HARGROVE GLOBAL ADVISORS, LLC leads at 100.0% of the visible book.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.