Who owns SERIES PORTFOLIOS TR?
- Ticker: CLOX
- CUSIP Number: 81752t486
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 |
|---|---|---|---|---|---|
| Security Benefit Life Insurance | 2.3M | $58M | 0% | Dec 2025 |
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| LPL Financial | 640k | $16M | 100% | Dec 2025 |
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| Spectrum Asset Management | 546k | $14M | 100% | Dec 2025 |
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| Reuter James Wealth Management | 536k | $14M | 100% | Dec 2025 |
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| Ball & Co Wealth Management | 264k | $6.7M | 1% | Dec 2025 |
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| Carmel Capital Partners | 236k | $6.0M | 37% | Dec 2025 |
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| Copia Wealth Management | 184k | $4.7M | 49% | Dec 2025 |
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| Royal Bank of Canada | 118k | $3.0M | 242% | Sep 2025 |
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| SRS Capital Advisors | 110k | $2.8M | -8% | Dec 2025 |
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| WMG Financial Advisors | 105k | $2.7M | 33% | Dec 2025 |
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| Black Swift Group | 99k | $2.6M | -28% | Dec 2025 |
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| Inspire Advisors | 93k | $2.4M | 42% | Dec 2025 |
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| Fortis Group Advisors | 55k | $1.4M | 69% | Dec 2025 |
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| Brookwood Investment Group | 54k | $1.4M | 100% | Dec 2025 |
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| Valeo Financial Advisors | 50k | $1.3M | 0% | Dec 2025 |
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| Janney Montgomery Scott | 50k | $1.3M | 100% | Dec 2025 |
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| WESPAC Advisors | 49k | $1.2M | -10% | Dec 2025 |
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| Citadel Advisors | 34k | $873k | 100% | Sep 2025 |
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| Goldman Sachs Group | 33k | $834k | 11% | Dec 2025 |
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| National Asset Management | 29k | $737k | -1% | Sep 2025 |
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| J.w. Cole Advisors | 29k | $728k | -3% | Dec 2025 |
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| Griffin Asset Management | 27k | $678k | -20% | Dec 2025 |
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| Silverleafe Capital Partners | 23k | $585k | 76% | Dec 2025 |
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| Centric Wealth Management | 20k | $513k | 100% | Dec 2025 |
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| Prostatis Group | 17k | $423k | 84% | Sep 2025 |
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| Goss Wealth Management | 15k | $390k | -1% | Dec 2025 |
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| Strait & Sound Wealth Management | 15k | $377k | -7% | Dec 2025 |
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| Private Trust Co Na | 15k | $377k | 100% | Dec 2025 |
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| HighTower Advisors | 14k | $363k | -46% | Dec 2025 |
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| Integrated Advisors Network | 13k | $336k | 100% | Dec 2025 |
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| Sequoia Financial Advisors | 12k | $317k | 1% | Dec 2025 |
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| Koshinski Asset Management | 12k | $313k | 0% | Dec 2025 |
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| Jane Street | 12k | $306k | -38% | Dec 2025 |
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| Primoris Wealth Advisors | 11k | $288k | 100% | Sep 2025 |
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| Old Mission Capital | 10k | $256k | -76% | Dec 2025 |
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| Rockport Wealth | 9.4k | $242k | 100% | Sep 2025 |
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| Tower Research Capital | 8.3k | $212k | -65% | Dec 2025 |
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| Elevated Capital Advisors | 7.7k | $195k | 100% | Dec 2025 |
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| Steward Partners Investment Advisory | 6.4k | $164k | 541% | Dec 2025 |
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| CWM | 3.7k | $95k | -19% | Dec 2025 |
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| Kestra Advisory Services | 2.2k | $55k | 100% | Dec 2025 |
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| Cedar Wealth Management | 1.6k | $40k | 0% | Dec 2025 |
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| Brian McDonald | 1.5k | $38k | 0% | Dec 2025 |
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| AE Wealth Management | 1.4k | $35k | -22% | Dec 2025 |
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| Harbour Investments | 1.3k | $32k | 0% | Dec 2025 |
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| Advisor Group Holdings | 1.2k | $31k | 100% | Dec 2025 |
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| Global Retirement Partners | 272.00 | $6.9k | 0% | Dec 2025 |
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| Pineridge Advisors | 259.00 | $6.6k | -15% | Sep 2025 |
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| Rossby Financial, LCC | 128.00 | $3.3k | 0% | Sep 2025 |
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| Quest 10 Wealth Builders | 87.00 | $2.2k | -7% | Dec 2025 |
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| New Millennium Group | 49.00 | $1.2k | 0% | Dec 2025 |
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| Spurstone Advisory Services | 13.00 | $332.000500 | 0% | Dec 2025 |
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Who sold out of Series Portfolios Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Elequin Capital | Jun 2025 | 91k | $2.3M |
| L.m. Kohn & Company | Jun 2025 | 69k | $1.8M |
| Keudell/Morrison Wealth Management | Jun 2025 | 11k | $268k |
| Drive Wealth Management | Sep 2025 | 10k | $256k |
| Sontag Advisory | Sep 2025 | 2.7k | $70k |
| UBS Group | Sep 2025 | 760.00 | $19k |