Who owns SERIES PORTFOLIOS TR?
- Ticker: BNDS
- CUSIP Number: 81752t437
Tip: Access positions for across all investors
Analyze quarterly positions in Series Portfolios Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Series Portfolios Tr stock
Who bought or sold SERIES PORTFOLIOS TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Independent Financial Group | 45k | $2.2M | 40% | Jun 2026 |
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| Encompass More Asset Management | 40k | $2.0M | 100% | Jun 2026 |
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| Jane Street | 32k | $1.6M | 13% | Jun 2026 |
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| Evergreen Wealth Solutions | 23k | $1.1M | 100% | Jun 2026 |
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| Citadel Advisors | 16k | $813k | 100% | Jun 2026 |
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| Davenport & Co | 15k | $757k | 6% | Jun 2026 |
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| Royal Bank of Canada | 10k | $519k | 5810% | Jun 2026 |
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| PFG Advisors | 5.9k | $295k | 100% | Jun 2026 |
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| National Asset Management | 4.9k | $248k | 0% | Jun 2026 |
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| Cambridge Investment Research Advisors | 4.5k | $225k | 100% | Jun 2026 |
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| HighTower Advisors | 4.1k | $207k | 0% | Jun 2026 |
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| UBS Group | 2.0k | $101k | 1158% | Jun 2026 |
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| Burnham & Co | 1.9k | $96k | 100% | Jun 2026 |
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| Hanson McClain Advisors | 1.0k | $50k | 100% | Jun 2026 |
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| Brown, Lisle/cummings | 730.00 | $37k | 100% | Jun 2026 |
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| Trask Adam Roland | 400.00 | $20k | 100% | Mar 2026 |
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| Farther Finance Advisors | 251.00 | $13k | 100% | Jun 2026 |
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| Parallel Advisors | 100.00 | $5.0k | 100% | Jun 2026 |
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| Roxbury Financial | 49.00 | $2.5k | 100% | Jun 2026 |
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| Aspect Partners | 10.00 | $504.000000 | 100% | Jun 2026 |
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Who sold out of Series Portfolios Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Infrastructure Capital Advisors | Mar 2026 | 5.6k | $277k |
| Osbon Capital Management | Mar 2026 | 33.00 | $1.6k |