DOSSIER · 13F Holders · Q3 2026
QVOL

SERIES PORTFOLIOS TR

6 institutions still hold SERIES PORTFOLIOS TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 81752T361·6 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$3M
visible holders
Holders
6
filers reporting
Concentration
62.44%
INDEPENDENT FINANCIAL GROUP, LLC #1
top holder share
AI Holders Summary · Q3 2026

6 institutions reported QVOL in Q3 2026. INDEPENDENT FINANCIAL GROUP, LLC leads at 62.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$2M19K0.03%Q3 2026
02
INFRASTRUCTURE CAPITAL ADVISORS, LLC
CIK 0001621802
$1M11K0.06%Q2 2026
03
ROYAL BANK OF CANADA
CIK 0001000275
$47K4550.00%Q2 2026
04
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$15K1500.00%Q2 2026
05
Allworth Financial LP
CIK 0001555170
$10K1000.00%Q2 2026
06
IFS Advisors, LLC
CIK 0001765617
$3K280.00%Q3 2026