13F Insight
DOSSIER · 13F Holders · Q1 2026
ELM

SERIES PORTFOLIOS TR

16 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 81752T429·16 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$175M
visible holders
Holders
16
filers reporting
Concentration
91.21%
Elm Partners Management LLC #1
top holder share
AI Holders Summary · Q1 2026

16 institutions reported ELM in Q1 2026. Elm Partners Management LLC leads at 91.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Elm Partners Management LLC
CIK 0001743941
$160M6.0M6.92%Q1 202602
HighTower Advisors, LLC
CIK 0001462245
$4M145K0.00%Q1 202603
Tanager Wealth Management LLP
CIK 0001892929
$4M129K0.33%Q2 202604
FIRST NATIONAL BANK SIOUX FALLS
CIK 0001085041
$2M65K0.50%Q1 202605
Creative Planning
CIK 0001540235
$1M54K0.00%Q1 202606
Onyx Bridge Wealth Group LLC
CIK 0001819476
$1M46K0.12%Q2 202607
WEDBUSH SECURITIES INC
CIK 0001142495
$706K26K0.02%Q1 202608
London & Capital Asset Management Ltd
CIK 0001767559
$659K24K0.01%Q1 202609
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$474K17K0.00%Q1 202610
Insight Advisors, LLC/ PA
CIK 0001844880
$414K15K0.08%Q1 202611
CITADEL ADVISORS LLC
CIK 0001423053
$293K11K0.00%Q4 202512
COWA, LLC
CIK 0001844480
$269K10K0.07%Q1 202613
Avion Wealth
CIK 0001792704
$150K6K0.03%Q1 202614
Farther Finance Advisors, LLC
CIK 0001992825
$20K6850.00%Q2 202615
UBS Group AG
CIK 0001610520
$16K5790.00%Q1 202616
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025