13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
HEDG

SERIES PORTFOLIOS TR

38 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 81752T411·38 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.9%
vs prior quarter
13F value held
$317M
73.0% inst. owned
of float
Holders
38
-90 QoQ
filers reporting
Activity
+72 / −111
+930 added · −800 reduced
this quarter
Concentration
24.48%
HighTower Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

38 institutions reported HEDG in Q1 2026. HighTower Advisors, LLC leads at 24.5% of the visible book. -90 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
HighTower Advisors, LLC
CIK 0001462245
$78M2.7M0.08%Q1 202602
UBS Group AG
CIK 0001610520
$45M1.6M0.01%Q1 202603
JOURNEY STRATEGIC WEALTH LLC
CIK 0001909316
$26M902K0.65%Q1 202604
ROYAL BANK OF CANADA
CIK 0001000275
$25M865K0.00%Q1 202605
Rockefeller Capital Management L.P.
CIK 0001739439
$23M789K0.04%Q1 202606
ENZI WEALTH
CIK 0001887441
$16M544K5.47%Q1 202607
Garden State Investment Advisory Services LLC
CIK 0001965351
$16M536K3.42%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$14M498K0.00%Q1 202609
ELEVATION POINT WEALTH PARTNERS, LLC
CIK 0001744349
$13M464K0.31%Q1 202610
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$13M459K0.15%Q1 202611
Platform Technology Partners
CIK 0001830817
$8M280K1.56%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M242K0.00%Q1 202613
Bramshill Investments, LLC
CIK 0001619899
$6M210K0.52%Q1 202614
Darwin Wealth Management, LLC
CIK 0001663224
$5M172K1.56%Q1 202615
STIFEL FINANCIAL CORP
CIK 0000720672
$5M168K0.00%Q1 202616
Gladstone Institutional Advisory LLC
CIK 0001766530
$4M136K0.15%Q1 202617
KLINGENSTEIN FIELDS & CO LP
CIK 0000859872
$4M131K0.15%Q1 202618
NewEdge Advisors, LLC
CIK 0001633516
$3M116K0.01%Q1 202619
Vise Technologies, Inc.
CIK 0001812090
$3M94K0.05%Q1 202620
CHAPIN DAVIS, INC.
CIK 0000872098
$3M94K0.61%Q1 2026
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