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

SERIES PORTFOLIOS TR

59 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 81752T486·59 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$102M
visible holders
Holders
59
filers reporting
Concentration
28.83%
SECURITY BENEFIT LIFE INSURANCE CO /KS/ #1
top holder share
AI Holders Summary · Q2 2026

59 institutions reported CLOX in Q2 2026. SECURITY BENEFIT LIFE INSURANCE CO /KS/ leads at 28.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
SECURITY BENEFIT LIFE INSURANCE CO /KS/
CIK 0000869772
$29M1.2M15.45%Q2 202602
LPL Financial LLC
CIK 0001403438
$26M1.0M0.01%Q1 202603
Carmel Capital Partners, LLC
CIK 0001900481
$10M382K3.52%Q1 202604
Copia Wealth Management
CIK 0002058771
$7M260K4.57%Q1 202605
Schechter Investment Advisors, LLC
CIK 0001951586
$4M154K0.32%Q1 202506
Fortis Group Advisors, LLC
CIK 0001815183
$4M145K0.61%Q1 202607
Spectrum Asset Management, Inc. (NB/CA)
CIK 0001632078
$3M115K0.94%Q1 202608
Arax Advisory Partners
CIK 0001586767
$3M106K0.08%Q1 202609
WMG Financial Advisors, LLC
CIK 0001906711
$2M90K0.96%Q1 202610
Inspire Advisors, LLC
CIK 0001810558
$2M86K0.18%Q1 202611
Black Swift Group, LLC
CIK 0001704212
$2M82K0.37%Q1 202612
Farther Finance Advisors, LLC
CIK 0001992825
$2M78K0.02%Q2 202613
WESPAC Advisors, LLC
CIK 0001484540
$2M60K0.84%Q1 202614
Janney Montgomery Scott LLC
CIK 0001329948
$1M56K0.00%Q1 202615
Valeo Financial Advisors, LLC
CIK 0001722641
$1M50K0.03%Q2 202616
J.W. COLE ADVISORS, INC.
CIK 0001404763
$1M45K0.02%Q2 202617
BANK OF MONTREAL /CAN/
CIK 0000927971
$919K36K0.00%Q1 202618
IHT Wealth Management, LLC
CIK 0001697490
$837K33K0.02%Q1 202619
PRIVATE TRUST CO NA
CIK 0001277557
$728K28K0.07%Q1 202620
Beverly Hills Private Wealth, LLC
CIK 0001965710
$725K28K0.12%Q1 2026
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