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 | 1.2M | $29M | -49% | Mar 2026 |
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| LPL Financial | 1.0M | $26M | 57% | Mar 2026 |
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| Carmel Capital Partners | 382k | $9.8M | 62% | Mar 2026 |
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| Copia Wealth Management | 260k | $6.6M | 42% | Mar 2026 |
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| Fortis Group Advisors | 145k | $3.7M | 164% | Mar 2026 |
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| Spectrum Asset Management | 115k | $3.0M | -79% | Mar 2026 |
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| SRS Capital Advisors | 106k | $2.7M | -4% | Mar 2026 |
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| WMG Financial Advisors | 90k | $2.3M | -14% | Mar 2026 |
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| Inspire Advisors | 86k | $2.2M | -7% | Mar 2026 |
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| Black Swift Group | 82k | $2.1M | -17% | Mar 2026 |
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| Farther Finance Advisors | 70k | $1.8M | 100% | Mar 2026 |
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| WESPAC Advisors | 60k | $1.5M | 22% | Mar 2026 |
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| Janney Montgomery Scott | 56k | $1.4M | 13% | Mar 2026 |
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| Valeo Financial Advisors | 50k | $1.3M | 0% | Mar 2026 |
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| J.w. Cole Advisors | 45k | $1.1M | 56% | Mar 2026 |
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| Bank Of Montreal | 36k | $919k | 100% | Mar 2026 |
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| National Asset Management | 33k | $831k | 45% | Mar 2026 |
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| Private Trust Co Na | 29k | $728k | 93% | Mar 2026 |
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| Beverly Hills Private Wealth | 28k | $725k | 100% | Mar 2026 |
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| Integrated Advisors Network | 28k | $705k | 110% | Mar 2026 |
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| Citadel Advisors | 27k | $679k | 46% | Mar 2026 |
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| Silverleafe Capital Partners | 26k | $674k | 15% | Mar 2026 |
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| Griffin Asset Management | 25k | $637k | -6% | Mar 2026 |
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| Prostatis Group | 24k | $616k | 1% | Mar 2026 |
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| Rockport Wealth | 24k | $604k | 54% | Mar 2026 |
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| Estate Planners Group | 19k | $491k | 322% | Mar 2026 |
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| HighTower Advisors | 19k | $491k | 35% | Mar 2026 |
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| Commonwealth Equity Services | 19k | $488k | 100% | Mar 2026 |
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| Insigneo Advisory Services | 18k | $459k | 53% | Mar 2026 |
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| Goss Wealth Management | 16k | $21k | 2% | Mar 2026 |
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| Koshinski Asset Management | 14k | $353k | 13% | Mar 2026 |
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| Royal Bank of Canada | 13k | $338k | -89% | Mar 2026 |
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| Sequoia Financial Advisors | 13k | $321k | 1% | Mar 2026 |
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| Primoris Wealth Advisors | 13k | $318k | 11% | Mar 2026 |
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| LeClair Wealth Partners | 12k | $310k | 100% | Mar 2026 |
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| Blue Water Asset Management | 12k | $310k | 100% | Mar 2026 |
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| Reuter James Wealth Management | 12k | $303k | -98% | Mar 2026 |
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| Cambridge Investment Research Advisors | 11k | $290k | 100% | Mar 2026 |
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| Old Mission Capital | 10k | $256k | -76% | Dec 2025 |
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| Strait & Sound Wealth Management | 8.9k | $228k | -40% | Mar 2026 |
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| Tower Research Capital | 8.3k | $212k | -65% | Dec 2025 |
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| Steward Partners Investment Advisory | 7.2k | $184k | 12% | Mar 2026 |
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| Elevated Capital Advisors | 6.0k | $153k | -22% | Mar 2026 |
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| Bellevue Asset Management | 4.7k | $119k | 100% | Mar 2026 |
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| CWM | 3.7k | $95k | -19% | Dec 2025 |
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| Morgan Stanley | 1.6k | $40k | 100% | Mar 2026 |
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| Cedar Wealth Management | 1.6k | $40k | 0% | Dec 2025 |
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| Fifth Third Bancorp | 1.5k | $38k | 100% | Mar 2026 |
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| Brian McDonald | 1.5k | $38k | 0% | Dec 2025 |
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| Harbour Investments | 1.3k | $32k | 0% | Mar 2026 |
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| Advisor Group Holdings | 1.2k | $31k | 100% | Dec 2025 |
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| AE Wealth Management | 1.0k | $28k | -24% | Mar 2026 |
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| Global Retirement Partners | 272.00 | $6.9k | 0% | Dec 2025 |
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| Rossby Financial, LCC | 128.00 | $3.3k | 0% | Mar 2026 |
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| SHP Wealth Management | 105.00 | $2.7k | 0% | Mar 2026 |
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| Quest 10 Wealth Builders | 87.00 | $2.2k | 0% | Mar 2026 |
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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% | Mar 2026 |
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Who sold out of Series Portfolios Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Ball & Co Wealth Management | Dec 2025 | 264k | $6.7M |
| Brookwood Investment Group | Dec 2025 | 54k | $1.4M |
| Goldman Sachs Group | Dec 2025 | 33k | $834k |
| Centric Wealth Management | Dec 2025 | 20k | $513k |
| Jane Street | Dec 2025 | 12k | $306k |
| Kestra Advisory Services | Dec 2025 | 2.2k | $55k |