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 | $54M | 42% | Sep 2025 |
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| Security Benefit Life Insurance | 1.6M | $44M | 0% | Sep 2025 |
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| Goldman Sachs Group | 1.4M | $38M | 585% | Sep 2025 |
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| Kovitz Investment Group Partners | 1.3M | $34M | 8% | Sep 2025 |
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| Guardian Financial Partners | 773k | $21M | 0% | Sep 2025 |
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| Black Swift Group | 626k | $17M | 44% | Sep 2025 |
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| Wright Fund Managment | 403k | $11M | 100% | Sep 2025 |
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| Brookstone Capital Management | 390k | $11M | -7% | Sep 2025 |
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| Ball & Co Wealth Management | 375k | $10M | 100% | Sep 2025 |
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| State of New Jersey Common Pension Fund D | 300k | $8.0M | -70% | Sep 2025 |
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| Gradient Investments | 281k | $7.5M | -43% | Sep 2025 |
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| Kestra Advisory Services | 248k | $6.7M | 274% | Sep 2025 |
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| Bienville Capital Management | 221k | $5.9M | 101% | Sep 2025 |
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| Carmel Capital Partners | 212k | $5.7M | 100% | Sep 2025 |
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| Stifel Financial | 211k | $5.7M | 51% | Sep 2025 |
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| Branch Banking & Trust Company | 201k | $5.4M | 100% | Sep 2025 |
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| Envestnet Asset Management | 201k | $5.4M | 44% | Sep 2025 |
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| Atria Investments | 182k | $4.9M | 10% | Sep 2025 |
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| Renaissance Technologies | 175k | $4.7M | 69% | Sep 2025 |
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| Mariner Wealth Advisors | 165k | $4.4M | 7% | Sep 2025 |
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| Flow Traders US | 160k | $4.3M | 100% | Sep 2025 |
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| Sowell Financial Services | 152k | $4.1M | 2% | Sep 2025 |
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| Natixis Asset Management Advisors | 152k | $4.1M | 1% | Sep 2025 |
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| Sound Income Strategies | 144k | $3.8M | 63% | Sep 2025 |
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| Almanack Investment Partners | 143k | $3.8M | 47% | Sep 2025 |
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| CWC Advisors | 132k | $3.5M | -4% | Sep 2025 |
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| HighTower Advisors | 129k | $3.5M | 9% | Sep 2025 |
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| Valeo Financial Advisors | 124k | $3.3M | 0% | Sep 2025 |
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| Cedar Wealth Management | 101k | $2.7M | 6% | Sep 2025 |
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| Rockport Wealth | 95k | $2.5M | 7% | Sep 2025 |
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| WMG Financial Advisors | 87k | $2.3M | 34% | Sep 2025 |
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| Maridea Wealth Management | 84k | $2.2M | 100% | Sep 2025 |
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| Copia Wealth Management | 72k | $1.9M | 147% | Sep 2025 |
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| Citadel Advisors | 71k | $1.9M | 37% | Sep 2025 |
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| Jane Street | 63k | $1.7M | -79% | Sep 2025 |
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| Impact Partnership Wealth | 60k | $1.6M | 118% | Sep 2025 |
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| Jpmorgan Chase & Co | 59k | $1.6M | 86% | Sep 2025 |
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| Basso Capital Management | 56k | $1.5M | 1493% | Sep 2025 |
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| Darden Wealth Group | 54k | $1.4M | 188% | Sep 2025 |
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| Primoris Wealth Advisors | 52k | $1.4M | 119% | Sep 2025 |
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| BI Asset Management Fondsmaeglerselskab A/S | 48k | $1.3M | 0% | Sep 2025 |
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| Knott David M Jr | 48k | $1.3M | 0% | Sep 2025 |
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| Gladstone Institutional Advisory | 43k | $1.2M | -6% | Sep 2025 |
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| AE Wealth Management | 42k | $1.2M | -4% | Sep 2025 |
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| Hilltop Holdings | 42k | $1.1M | 40% | Sep 2025 |
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| Verity Asset Management | 41k | $1.1M | -7% | Sep 2025 |
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| Tower Research Capital | 41k | $1.1M | -72% | Sep 2025 |
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| Claris Financial | 35k | $922k | 100% | Jun 2025 |
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| Fifth Third Bancorp | 34k | $922k | 0% | Sep 2025 |
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| Claudia M.p. Batlle, Crp | 33k | $896k | -4% | Sep 2025 |
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| Ethos Financial Group | 33k | $874k | 14% | Sep 2025 |
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| Virtue Capital Management | 32k | $863k | 100% | Sep 2025 |
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| Griffin Asset Management | 31k | $843k | 50% | Sep 2025 |
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| We Are One Seven | 31k | $838k | -16% | Sep 2025 |
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| Inspire Advisors | 28k | $753k | 100% | Sep 2025 |
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| Newbridge Financial Services Group | 28k | $746k | 52% | Sep 2025 |
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| Baldwin Brothers | 28k | $739k | -4% | Sep 2025 |
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| Royal Bank of Canada | 24k | $649k | 324% | Sep 2025 |
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| Private Advisor | 24k | $631k | 100% | Sep 2025 |
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| National Asset Management | 23k | $615k | 100% | Sep 2025 |
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| Advisor Group Holdings | 23k | $613k | 2% | Sep 2025 |
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| Nordwand Advisors | 23k | $606k | 0% | Sep 2025 |
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| Essex Financial Services | 23k | $603k | 100% | Sep 2025 |
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| Cambridge Investment Research Advisors | 21k | $570k | 87% | Sep 2025 |
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| Napa Wealth Management | 18k | $485k | 2% | Sep 2025 |
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| Elevated Capital Advisors | 18k | $472k | -11% | Sep 2025 |
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| Tactive Advisors | 16k | $428k | 29% | Sep 2025 |
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| Koshinski Asset Management | 15k | $411k | 20% | Sep 2025 |
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| Commonwealth Equity Services | 14k | $381k | 31% | Sep 2025 |
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| Sontag Advisory | 13k | $347k | 0% | Sep 2025 |
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| Harbour Investments | 12k | $331k | 5% | Sep 2025 |
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| Sequoia Financial Advisors | 12k | $327k | 2% | Sep 2025 |
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| Ausdal Financial Partners | 12k | $311k | 100% | Sep 2025 |
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| UBS Group | 11k | $301k | 2% | Sep 2025 |
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| Hrt Financial | 11k | $293k | 100% | Sep 2025 |
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| Farther Finance Advisors | 10k | $274k | 100% | Sep 2025 |
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| Insight Wealth Strategies | 9.9k | $266k | 2% | Sep 2025 |
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| Mutual Advisors | 9.6k | $257k | 100% | Sep 2025 |
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| Mml Investors Services | 9.4k | $253k | 100% | Sep 2025 |
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| Worth Asset Management | 8.7k | $233k | 100% | Sep 2025 |
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| Chris Bulman | 8.2k | $221k | 100% | Sep 2025 |
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| Vontobel Holding | 8.0k | $215k | 0% | Sep 2025 |
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| MAI Wealth Advisors | 4.3k | $115k | 100% | Sep 2025 |
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| Atlantic Trust | 3.7k | $100k | 0% | Sep 2025 |
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| Stance Capital | 2.5k | $67k | 100% | Sep 2025 |
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| Parallel Advisors | 2.0k | $54k | -44% | Sep 2025 |
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| Hanson McClain Advisors | 1.7k | $46k | 0% | Sep 2025 |
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| Morgan Stanley | 1.3k | $34k | 100% | Jun 2025 |
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| Abich Financial Wealth Management | 632.00 | $17k | 100% | Sep 2025 |
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| Steward Partners Investment Advisory | 500.00 | $13k | 0% | Sep 2025 |
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| Capital A Wealth Management | 488.00 | $13k | 100% | Jun 2025 |
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| CWM | 405.00 | $11k | 106% | Sep 2025 |
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| Assetmark | 300.00 | $8.0k | 0% | Sep 2025 |
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| Reyes Financial Architecture | 268.00 | $7.2k | -84% | Sep 2025 |
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| Pineridge Advisors | 255.00 | $6.8k | -15% | Sep 2025 |
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| Triumph Capital Management | 159.00 | $4.3k | 100% | Sep 2025 |
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| New Millennium Group | 35.00 | $939.001000 | 0% | Sep 2025 |
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| Spurstone Advisory Services | 14.00 | $374.999800 | 0% | Sep 2025 |
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Who sold out of Series Portfolios Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Barclays | Jun 2025 | 319k | $8.5M |
| Old Mission Capital | Jun 2025 | 120k | $3.2M |
| Hohimer Wealth Management | Jun 2025 | 10k | $267k |
| VestGen Advisors | Jun 2025 | 9.9k | $265k |
| Triad Wealth Partners | Jun 2025 | 7.6k | $203k |
| Manchester Capital Management | Jun 2025 | 4.0k | $107k |
| Principal Securities | Jun 2025 | 737.00 | $20k |
| Mount Yale Investment Advisors | Jun 2025 | 206.00 | $5.5k |