13F Insight
DOSSIER · 13F Holders · Q3 2026
BNDS

SERIES PORTFOLIOS TR

22 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 81752T437·22 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$10M
visible holders
Holders
22
filers reporting
Concentration
22.45%
INDEPENDENT FINANCIAL GROUP, LLC #1
top holder share
AI Holders Summary · Q3 2026

22 institutions reported BNDS in Q3 2026. INDEPENDENT FINANCIAL GROUP, LLC leads at 22.5% 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
$2M45K0.04%Q3 202602
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M26K0.00%Q3 202603
Evergreen Wealth Solutions, LLC
CIK 0001904432
$1M23K0.06%Q2 202604
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M23K0.00%Q3 202605
DAVENPORT & Co LLC
CIK 0000887777
$1M21K0.01%Q3 202606
CITADEL ADVISORS LLC
CIK 0001423053
$813K16K0.00%Q2 202607
Encompass More Asset Management
CIK 0002011218
$806K17K0.11%Q3 202608
ROYAL BANK OF CANADA
CIK 0001000275
$519K10K0.00%Q2 202609
PFG Advisors
CIK 0001694435
$457K9K0.02%Q3 202610
HighTower Advisors, LLC
CIK 0001462245
$200K4K0.00%Q3 202611
Burnham & Co LLC
CIK 0002136877
$93K2K0.07%Q3 202612
UBS Group AG
CIK 0001610520
$60K1K0.00%Q3 202613
Allworth Financial LP
CIK 0001555170
$50K1K0.00%Q3 202614
BROWN, LISLE/CUMMINGS, INC.
CIK 0000014745
$45K9250.01%Q3 202615
Trask Adam Roland
CIK 0002109050
$20K4000.02%Q1 202616
Farther Finance Advisors, LLC
CIK 0001992825
$16K3190.00%Q3 202617
Osbon Capital Management LLC
CIK 0001784418
$8K1560.01%Q3 202618
Parallel Advisors, LLC
CIK 0001690010
$5K1000.00%Q3 202619
Roxbury Financial LLC
CIK 0002054149
$2K490.00%Q3 202620
Aspect Partners, LLC
CIK 0001985284
$488100.00%Q3 2026
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