13F Insight
DOSSIER · 13F Holders · Q2 2026
BNDS

SERIES PORTFOLIOS TR

22 institutions still hold SERIES PORTFOLIOS TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 81752T437·22 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$10M
visible holders
Holders
22
filers reporting
Concentration
22.40%
INDEPENDENT FINANCIAL GROUP, LLC #1
top holder share
AI Holders Summary · Q2 2026

22 institutions reported BNDS in Q2 2026. INDEPENDENT FINANCIAL GROUP, LLC leads at 22.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$2M44K0.04%Q2 202602
Encompass More Asset Management
CIK 0002011218
$2M40K0.30%Q2 202603
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M28K0.00%Q1 202604
Evergreen Wealth Solutions, LLC
CIK 0001904432
$1M23K0.06%Q2 202605
CITADEL ADVISORS LLC
CIK 0001423053
$813K16K0.00%Q2 202606
DAVENPORT & Co LLC
CIK 0000887777
$757K15K0.00%Q2 202607
ROYAL BANK OF CANADA
CIK 0001000275
$519K10K0.00%Q2 202608
PFG Advisors
CIK 0001694435
$295K6K0.01%Q2 202609
B. Riley Wealth Advisors, Inc.
CIK 0001464811
$248K5K0.01%Q2 202610
HighTower Advisors, LLC
CIK 0001462245
$207K4K0.00%Q2 202611
UBS Group AG
CIK 0001610520
$101K2K0.00%Q2 202612
Burnham & Co LLC
CIK 0002136877
$96K2K0.08%Q2 202613
Allworth Financial LP
CIK 0001555170
$50K1K0.00%Q2 202614
BROWN, LISLE/CUMMINGS, INC.
CIK 0000014745
$37K7300.01%Q2 202615
Integrated Wealth Concepts LLC
CIK 0001737109
$20K4000.00%Q2 202616
Trask Adam Roland
CIK 0002109050
$20K4000.02%Q1 202617
Farther Finance Advisors, LLC
CIK 0001992825
$13K2510.00%Q2 202618
Parallel Advisors, LLC
CIK 0001690010
$5K1000.00%Q2 202619
Roxbury Financial LLC
CIK 0002054149
$2K490.00%Q2 202620
Aspect Partners, LLC
CIK 0001985284
$504100.00%Q2 2026
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