13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
CLOX

SERIES PORTFOLIOS TR

57 institutions still hold SERIES PORTFOLIOS TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 81752T486·57 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.1%
vs prior quarter
13F value held
$101M
60.0% inst. owned
of float
Holders
57
-5 QoQ
filers reporting
Activity
+8 / −32
+760 added · −809 reduced
this quarter
Concentration
29.07%
SECURITY BENEFIT LIFE INSURANCE CO /KS/ #1
top holder share
AI Holders Summary · Q1 2026

57 institutions reported CLOX in Q1 2026. SECURITY BENEFIT LIFE INSURANCE CO /KS/ leads at 29.1% of the visible book. -5 net institutions QoQ — distribution reading.

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%Q1 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
$2M70K0.02%Q1 202613
WESPAC Advisors, LLC
CIK 0001484540
$2M60K0.84%Q1 202614
Valeo Financial Advisors, LLC
CIK 0001722641
$1M50K0.03%Q1 202615
J.W. COLE ADVISORS, INC.
CIK 0001404763
$1M45K0.04%Q1 202616
BANK OF MONTREAL /CAN/
CIK 0000927971
$919,34436K0.00%Q1 202617
IHT Wealth Management, LLC
CIK 0001697490
$836,88233K0.02%Q1 202618
B. Riley Wealth Advisors, Inc.
CIK 0001464811
$830,88733K0.05%Q1 202619
PRIVATE TRUST CO NA
CIK 0001277557
$727,62028K0.07%Q1 202620
Beverly Hills Private Wealth, LLC
CIK 0001965710
$725,34428K0.12%Q1 2026
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