Who owns SERIES PORTFOLIOS TR?
- Ticker: CLOZ
- CUSIP Number: 81752t528
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 |
|---|---|---|---|---|---|
| SRS Capital Advisors | 2.0M | $53M | -1% | Dec 2025 |
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| Security Benefit Life Insurance | 1.6M | $43M | 0% | Dec 2025 |
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| Colony | 1.3M | $35M | 100% | Dec 2025 |
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| Guardian Financial Partners | 736k | $20M | -5% | Dec 2025 |
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| Goldman Sachs Group | 603k | $16M | -58% | Dec 2025 |
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| LPL Financial | 583k | $15M | 100% | Dec 2025 |
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| Jane Street | 531k | $14M | 747% | Dec 2025 |
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| Black Swift Group | 395k | $7.8M | -37% | Dec 2025 |
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| Wright Fund Managment | 365k | $9.7M | -10% | Dec 2025 |
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| Flow Traders US | 310k | $8.2M | 94% | Dec 2025 |
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| State of New Jersey Common Pension Fund D | 300k | $7.9M | 0% | Dec 2025 |
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| Stifel Financial | 289k | $7.6M | 37% | Dec 2025 |
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| Gradient Investments | 286k | $7.6M | 2% | Dec 2025 |
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| Ball & Co Wealth Management | 257k | $6.8M | -31% | Dec 2025 |
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| Carmel Capital Partners | 245k | $6.5M | 16% | Dec 2025 |
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| Bienville Capital Management | 222k | $5.9M | 1% | Dec 2025 |
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| Sound Income Strategies | 217k | $5.8M | 51% | Dec 2025 |
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| Kestra Advisory Services | 215k | $5.7M | -13% | Dec 2025 |
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| Tower Research Capital | 202k | $5.3M | 397% | Dec 2025 |
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| Branch Banking & Trust Company | 197k | $5.2M | -2% | Dec 2025 |
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| Envestnet Asset Management | 194k | $5.1M | -3% | Dec 2025 |
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| Mariner Wealth Advisors | 172k | $4.5M | 4% | Dec 2025 |
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| Atria Investments | 170k | $4.5M | -6% | Dec 2025 |
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| Sowell Financial Services | 155k | $4.1M | 2% | Dec 2025 |
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| CWC Advisors | 141k | $3.7M | 7% | Dec 2025 |
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| WMG Financial Advisors | 140k | $3.7M | 62% | Dec 2025 |
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| Valeo Financial Advisors | 124k | $3.3M | 0% | Dec 2025 |
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| Rockport Wealth | 114k | $3.0M | 20% | Dec 2025 |
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| Copia Wealth Management | 111k | $3.0M | 55% | Dec 2025 |
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| Maridea Wealth Management | 110k | $2.9M | 30% | Dec 2025 |
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| HighTower Advisors | 107k | $2.8M | -17% | Dec 2025 |
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| Cedar Wealth Management | 97k | $2.6M | -4% | Dec 2025 |
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| Ethos Financial Group | 78k | $2.1M | 138% | Dec 2025 |
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| Citadel Advisors | 71k | $1.9M | 37% | Sep 2025 |
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| Hilltop Holdings | 71k | $1.9M | 69% | Dec 2025 |
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| Almanack Investment Partners | 69k | $1.8M | -51% | Dec 2025 |
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| Impact Partnership Wealth | 66k | $1.7M | 9% | Dec 2025 |
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| Darden Wealth Group | 63k | $1.7M | 18% | Dec 2025 |
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| Jpmorgan Chase & Co | 59k | $1.6M | 100% | Sep 2025 |
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| Basso Capital Management | 56k | $1.5M | 1493% | Sep 2025 |
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| Primoris Wealth Advisors | 52k | $1.4M | 0% | Dec 2025 |
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| Janney Montgomery Scott | 48k | $1.3M | 100% | Dec 2025 |
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| Knott David M Jr | 48k | $1.3M | 0% | Dec 2025 |
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| Inspire Advisors | 47k | $1.2M | 67% | Dec 2025 |
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| Skopos Labs | 46k | $1.2M | 100% | Dec 2025 |
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| Renaissance Technologies | 44k | $1.2M | -75% | Dec 2025 |
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| Private Advisor | 44k | $1.2M | 88% | Dec 2025 |
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| Brucke Financial | 39k | $1.0M | 100% | Dec 2025 |
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| Farther Finance Advisors | 38k | $1.0M | 271% | Dec 2025 |
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| AE Wealth Management | 37k | $872k | -12% | Dec 2025 |
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| Gladstone Institutional Advisory | 36k | $957k | -16% | Dec 2025 |
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| Essex Financial Services | 33k | $873k | 47% | Dec 2025 |
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| Claris Financial | 33k | $866k | -5% | Dec 2025 |
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| We Are One Seven | 30k | $799k | -3% | Dec 2025 |
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| UBS Group | 28k | $735k | 147% | Dec 2025 |
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| Cambridge Investment Research Advisors | 27k | $725k | 29% | Dec 2025 |
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| Worth Asset Management | 27k | $710k | 209% | Dec 2025 |
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| Baldwin Brothers | 26k | $678k | -7% | Dec 2025 |
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| Griffin Asset Management | 26k | $677k | -19% | Dec 2025 |
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| Advisor Group Holdings | 24k | $644k | 6% | Dec 2025 |
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| Royal Bank of Canada | 24k | $649k | 324% | Sep 2025 |
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| National Asset Management | 23k | $615k | 100% | Sep 2025 |
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| Nordwand Advisors | 23k | $598k | 0% | Dec 2025 |
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| Claudia M.p. Batlle, Crp | 23k | $595k | -33% | Dec 2025 |
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| Navis Wealth Advisors | 19k | $510k | 100% | Dec 2025 |
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| Ausdal Financial Partners | 19k | $509k | 66% | Dec 2025 |
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| BI Asset Management Fondsmaeglerselskab A/S | 18k | $480k | -62% | Dec 2025 |
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| Napa Wealth Management | 18k | $485k | 2% | Sep 2025 |
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| Elevated Capital Advisors | 17k | $459k | -1% | Dec 2025 |
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| Commonwealth Equity Services | 17k | $448k | 19% | Dec 2025 |
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| Fortis Group Advisors | 17k | $443k | 100% | Dec 2025 |
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| Private Trust Co Na | 16k | $425k | 100% | Dec 2025 |
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| Integrated Wealth Concepts | 16k | $422k | 100% | Dec 2025 |
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| Advyzon Investment Management | 15k | $409k | 100% | Dec 2025 |
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| Tactive Advisors | 14k | $369k | -13% | Dec 2025 |
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| Verity Asset Management | 14k | $365k | -67% | Dec 2025 |
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| Sontag Advisory | 13k | $342k | 0% | Dec 2025 |
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| Sequoia Financial Advisors | 12k | $329k | 2% | Dec 2025 |
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| Harbour Investments | 12k | $328k | 0% | Dec 2025 |
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| Brookstone Capital Management | 12k | $325k | -97% | Dec 2025 |
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| Koshinski Asset Management | 12k | $324k | -20% | Dec 2025 |
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| Prostatis Group | 12k | $322k | 100% | Dec 2025 |
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| Gts Securities | 12k | $314k | 100% | Dec 2025 |
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| Insight Wealth Strategies | 10k | $267k | 2% | Dec 2025 |
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| Mml Investors Services | 9.9k | $262k | 5% | Dec 2025 |
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| Mutual Advisors | 9.5k | $252k | -1% | Dec 2025 |
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| Insigneo Advisory Services | 9.4k | $248k | 100% | Dec 2025 |
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| Morris Retirement Advisors | 8.2k | $216k | 100% | Dec 2025 |
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| Vontobel Holding | 8.0k | $212k | 0% | Dec 2025 |
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| Steward Partners Investment Advisory | 7.3k | $192k | 1353% | Dec 2025 |
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| MAI Wealth Advisors | 4.3k | $113k | 0% | Dec 2025 |
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| Atlantic Trust | 3.8k | $100k | 2% | Dec 2025 |
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| Stance Capital | 2.5k | $67k | 100% | Sep 2025 |
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| Hanson McClain Advisors | 1.7k | $45k | 0% | Dec 2025 |
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| Newbridge Financial Services Group | 1.7k | $45k | -94% | Dec 2025 |
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| Tucker Asset Management | 896.00 | $24k | 100% | Dec 2025 |
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| Abich Financial Wealth Management | 632.00 | $17k | 100% | Sep 2025 |
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| Highline Wealth Partners | 500.00 | $13k | 100% | Dec 2025 |
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| CWM | 346.00 | $9.0k | -15% | Dec 2025 |
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| Assetmark | 300.00 | $7.9k | 0% | Dec 2025 |
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| Reyes Financial Architecture | 280.00 | $7.4k | 4% | Dec 2025 |
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| Pineridge Advisors | 255.00 | $6.8k | -15% | Sep 2025 |
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| Triumph Capital Management | 175.00 | $4.6k | 100% | Dec 2025 |
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| High Point Wealth Management | 147.00 | $3.9k | 100% | Dec 2025 |
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| New Millennium Group | 35.00 | $926.999500 | 0% | Dec 2025 |
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| Spurstone Advisory Services | 14.00 | $371.000000 | 0% | Dec 2025 |
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| Wells Fargo & Company | 1.00 | $16.000000 | 100% | Dec 2025 |
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Who sold out of Series Portfolios Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kovitz Investment Group Partners | Sep 2025 | 1.3M | $34M |
| Natixis Asset Management Advisors | Sep 2025 | 152k | $4.1M |
| Fifth Third Bancorp | Sep 2025 | 34k | $922k |
| Hrt Financial | Sep 2025 | 11k | $293k |
| Chris Bulman | Sep 2025 | 8.2k | $221k |
| Virtue Capital Management | Sep 2025 | 6.2k | $884k |
| Parallel Advisors | Sep 2025 | 2.0k | $54k |