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

SERIES PORTFOLIOS TR

41 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 81752T411·41 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$342M
visible holders
Holders
41
filers reporting
Concentration
23.54%
HighTower Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

41 institutions reported HEDG in Q2 2026. HighTower Advisors, LLC leads at 23.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
HighTower Advisors, LLC
CIK 0001462245
$81M2.7M0.08%Q2 202602
UBS Group AG
CIK 0001610520
$42M1.4M0.01%Q2 202603
Rockefeller Capital Management L.P.
CIK 0001739439
$29M951K0.04%Q2 202604
JOURNEY STRATEGIC WEALTH LLC
CIK 0001909316
$26M902K0.65%Q1 202605
ROYAL BANK OF CANADA
CIK 0001000275
$26M866K0.00%Q2 202606
ENZI WEALTH
CIK 0001887441
$18M585K5.58%Q2 202607
ELEVATION POINT WEALTH PARTNERS, LLC
CIK 0001744349
$17M567K0.32%Q2 202608
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$17M564K0.16%Q2 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$16M548K0.00%Q2 202610
Garden State Investment Advisory Services LLC
CIK 0001965351
$16M535K2.90%Q2 202611
Platform Technology Partners
CIK 0001830817
$9M306K1.50%Q2 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$8M261K0.00%Q2 202613
Bramshill Investments, LLC
CIK 0001619899
$7M228K0.52%Q2 202614
AXXCESS WEALTH MANAGEMENT, LLC
CIK 0001911056
$5M181K0.09%Q2 202615
Darwin Wealth Management, LLC
CIK 0001663224
$5M181K1.49%Q2 202616
STIFEL FINANCIAL CORP
CIK 0000720672
$5M171K0.00%Q2 202617
Gladstone Institutional Advisory LLC
CIK 0001766530
$4M138K0.13%Q2 202618
KLINGENSTEIN FIELDS & CO LP
CIK 0000859872
$4M129K0.14%Q2 202619
NewEdge Advisors, LLC
CIK 0001633516
$4M126K0.01%Q2 202620
Vise Technologies, Inc.
CIK 0001812090
$4M119K0.04%Q2 2026
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