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

SERIES PORTFOLIOS TR

62 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 81752T486·62 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$116M
visible holders
Holders
62
filers reporting
Concentration
25.51%
SECURITY BENEFIT LIFE INSURANCE CO /KS/ #1
top holder share
AI Holders Summary · Q2 2026

62 institutions reported CLOX in Q2 2026. SECURITY BENEFIT LIFE INSURANCE CO /KS/ leads at 25.5% 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
$29M1.2M16.23%Q2 202602
LPL Financial LLC
CIK 0001403438
$29M1.1M0.01%Q2 202603
Copia Wealth Management
CIK 0002058771
$8M295K4.54%Q2 202604
Carmel Capital Partners, LLC
CIK 0001900481
$7M259K2.19%Q2 202605
Arax Advisory Partners
CIK 0001586767
$5M195K0.03%Q2 202606
FIG FINANCIAL ADVISORY SERVICES INC /ADV
CIK 0000753967
$5M181K2.71%Q2 202607
WESPAC Advisors, LLC
CIK 0001484540
$4M159K1.99%Q2 202608
Fortis Group Advisors, LLC
CIK 0001815183
$4M155K0.63%Q2 202609
Schechter Investment Advisors, LLC
CIK 0001951586
$4M154K0.32%Q1 202510
Spectrum Asset Management, Inc. (NB/CA)
CIK 0001632078
$3M124K0.88%Q2 202611
PRIMORIS WEALTH ADVISORS, LLC
CIK 0001909619
$3M115K1.34%Q2 202612
Inspire Advisors, LLC
CIK 0001810558
$2M90K0.16%Q2 202613
WMG Financial Advisors, LLC
CIK 0001906711
$2M85K0.82%Q2 202614
Hobbs Group Advisors, LLC
CIK 0002012280
$2M79K0.53%Q2 202615
Farther Finance Advisors, LLC
CIK 0001992825
$2M78K0.02%Q2 202616
Black Swift Group, LLC
CIK 0001704212
$2M62K0.23%Q2 202617
Janney Montgomery Scott LLC
CIK 0001329948
$1M56K0.00%Q1 202618
Valeo Financial Advisors, LLC
CIK 0001722641
$1M50K0.03%Q2 202619
CITADEL ADVISORS LLC
CIK 0001423053
$1M49K0.00%Q2 202620
GRIFFIN ASSET MANAGEMENT, INC.
CIK 0000883803
$1M45K0.12%Q2 2026
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