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 |
|---|---|---|---|---|---|
| Security Benefit Life Insurance | 1.6M | $42M | 0% | Mar 2026 |
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| Morgan Stanley | 1.6M | $42M | 159258% | Mar 2026 |
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| SRS Capital Advisors | 1.5M | $39M | -25% | Mar 2026 |
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| Colony | 1.3M | $35M | 100% | Dec 2025 |
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| Estate Planners Group | 756k | $19M | 2% | Mar 2026 |
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| Guardian Financial Partners | 729k | $19M | -1% | Mar 2026 |
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| Gradient Investments | 294k | $7.5M | 3% | Mar 2026 |
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| Sound Income Strategies | 270k | $7.0M | 24% | Mar 2026 |
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| Stifel Financial | 231k | $5.9M | -20% | Mar 2026 |
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| Tower Research Capital | 202k | $5.3M | 397% | Dec 2025 |
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| Mariner Wealth Advisors | 186k | $4.8M | 8% | Mar 2026 |
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| Atria Investments | 185k | $4.7M | 9% | Mar 2026 |
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| Copia Wealth Management | 162k | $4.1M | 45% | Mar 2026 |
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| Sowell Financial Services | 156k | $4.0M | 1% | Mar 2026 |
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| Kestra Advisory Services | 153k | $3.9M | -29% | Mar 2026 |
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| CWC Advisors | 144k | $3.7M | 2% | Mar 2026 |
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| Valeo Financial Advisors | 124k | $3.2M | 0% | Mar 2026 |
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| Carmel Capital Partners | 123k | $3.2M | -50% | Mar 2026 |
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| Ethos Financial Group | 121k | $3.1M | 55% | Mar 2026 |
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| Citadel Advisors | 108k | $2.8M | 5% | Mar 2026 |
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| Envestnet Asset Management | 104k | $2.7M | -47% | Mar 2026 |
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| Farther Finance Advisors | 101k | $2.6M | 167% | Mar 2026 |
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| Cedar Wealth Management | 97k | $2.6M | -4% | Dec 2025 |
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| UBS Group | 85k | $2.2M | 206% | Mar 2026 |
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| Impact Partnership Wealth | 85k | $2.2M | 28% | Mar 2026 |
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| Skopos Labs | 82k | $2.1M | 77% | Mar 2026 |
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| Basso Capital Management | 72k | $1.9M | 28% | Dec 2025 |
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| Hilltop Holdings | 71k | $1.9M | 69% | Dec 2025 |
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| LPL Financial | 54k | $1.4M | -91% | Mar 2026 |
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| Primoris Wealth Advisors | 52k | $1.3M | 0% | Mar 2026 |
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| Inspire Advisors | 48k | $1.2M | 4% | Mar 2026 |
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| Knott David M Jr | 48k | $1.2M | 0% | Mar 2026 |
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| Renaissance Technologies | 44k | $1.2M | -75% | Dec 2025 |
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| Rockport Wealth | 44k | $1.1M | -62% | Mar 2026 |
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| Claudia M.p. Batlle, Crp | 43k | $1.1M | 91% | Mar 2026 |
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| Maridea Wealth Management | 42k | $1.1M | -62% | Mar 2026 |
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| Laurel Oak Wealth Management | 37k | $936k | 100% | Mar 2026 |
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| Jane Street | 36k | $933k | -93% | Mar 2026 |
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| Almanack Investment Partners | 36k | $921k | -48% | Mar 2026 |
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| We Are One Seven | 30k | $799k | -3% | Dec 2025 |
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| Gladstone Institutional Advisory | 25k | $635k | -32% | Mar 2026 |
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| Advisor Group Holdings | 24k | $644k | 6% | Dec 2025 |
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| Claris Financial | 23k | $601k | -28% | Mar 2026 |
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| Nordwand Advisors | 23k | $580k | 0% | Mar 2026 |
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| Brucke Financial | 22k | $554k | -45% | Mar 2026 |
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| Cambridge Investment Research Advisors | 21k | $525k | -25% | Mar 2026 |
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| Mather Group | 20k | $502k | 100% | Mar 2026 |
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| Royal Bank of Canada | 18k | $470k | -24% | Mar 2026 |
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| BI Asset Management Fondsmaeglerselskab A/S | 18k | $465k | 0% | Mar 2026 |
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| Flow Traders US | 16k | $415k | -95% | Mar 2026 |
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| Integrated Wealth Concepts | 16k | $409k | 0% | Mar 2026 |
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| Baldwin Brothers | 14k | $370k | -44% | Mar 2026 |
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| WMG Financial Advisors | 14k | $351k | -90% | Mar 2026 |
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| Tactive Advisors | 14k | $347k | -3% | Mar 2026 |
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| Darden Wealth Group | 14k | $346k | -79% | Mar 2026 |
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| Commonwealth Equity Services | 13k | $341k | -22% | Mar 2026 |
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| Sontag Advisory | 13k | $332k | 0% | Mar 2026 |
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| Brookstone Capital Management | 13k | $329k | 4% | Mar 2026 |
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| Sequoia Financial Advisors | 13k | $325k | 2% | Mar 2026 |
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| Prostatis Group | 13k | $320k | 3% | Mar 2026 |
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| AE Wealth Management | 12k | $288k | -67% | Mar 2026 |
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| Mml Investors Services | 12k | $313k | 23% | Mar 2026 |
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| Gts Securities | 12k | $314k | 100% | Dec 2025 |
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| Elevated Capital Advisors | 12k | $295k | -34% | Mar 2026 |
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| Strait & Sound Wealth Management | 11k | $283k | 100% | Mar 2026 |
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| Harbour Investments | 11k | $278k | -13% | Mar 2026 |
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| Leo Wealth | 9.9k | $253k | 100% | Mar 2026 |
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| a16z Perennial Management | 9.9k | $253k | 100% | Mar 2026 |
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| Verity Asset Management | 9.7k | $248k | -30% | Mar 2026 |
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| State of New Jersey Common Pension Fund D | 8.4k | $225k | -97% | Mar 2026 |
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| HPM Partners | 8.3k | $212k | 100% | Mar 2026 |
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| Intl Fcstone | 7.9k | $202k | 100% | Mar 2026 |
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| Capital Advisor Network | 4.3k | $110k | 100% | Mar 2026 |
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| Atlantic Trust | 3.8k | $100k | 2% | Dec 2025 |
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| Steward Partners Investment Advisory | 3.3k | $84k | -55% | Mar 2026 |
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| Stance Capital | 2.7k | $69k | 100% | Mar 2026 |
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| MAI Wealth Advisors | 2.6k | $67k | -39% | Mar 2026 |
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| Hanson McClain Advisors | 1.7k | $45k | 0% | Dec 2025 |
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| Newbridge Financial Services Group | 1.7k | $43k | 0% | Mar 2026 |
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| Tucker Asset Management | 896.00 | $24k | 100% | Dec 2025 |
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| CWM | 346.00 | $9.0k | -15% | Dec 2025 |
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| Assetmark | 300.00 | $7.7k | 0% | Mar 2026 |
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| Truvestments Capital | 285.00 | $7.3k | 100% | Mar 2026 |
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| Goss Wealth Management | 200.00 | $5.1k | 100% | Mar 2026 |
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| High Point Wealth Management | 150.00 | $3.9k | 2% | Mar 2026 |
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| Triumph Capital Management | 150.00 | $3.8k | -14% | Mar 2026 |
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| SHP Wealth Management | 101.00 | $2.6k | 0% | Mar 2026 |
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| New Millennium Group | 35.00 | $926.999500 | 0% | Dec 2025 |
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| Spurstone Advisory Services | 14.00 | $359.000600 | 0% | Mar 2026 |
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| Wells Fargo & Company | 1.00 | $19.000000 | 0% | Mar 2026 |
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| Ball & Co Wealth Management | 0 | $0 | -100% | Mar 2026 |
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Who sold out of Series Portfolios Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Dec 2025 | 603k | $16M |
| Black Swift Group | Dec 2025 | 395k | $7.8M |
| Wright Fund Managment | Dec 2025 | 365k | $9.7M |
| Bienville Capital Management | Dec 2025 | 222k | $5.9M |
| Branch Banking & Trust Company | Dec 2025 | 197k | $5.2M |
| HighTower Advisors | Dec 2025 | 107k | $2.8M |
| Jpmorgan Chase & Co | Sep 2025 | 59k | $1.6M |
| Janney Montgomery Scott | Dec 2025 | 48k | $1.3M |
| Private Advisor | Dec 2025 | 44k | $1.2M |
| Essex Financial Services | Dec 2025 | 33k | $873k |
| Worth Asset Management | Dec 2025 | 27k | $710k |
| Griffin Asset Management | Dec 2025 | 26k | $677k |
| National Asset Management | Dec 2025 | 21k | $556k |
| Navis Wealth Advisors | Dec 2025 | 19k | $510k |
| Ausdal Financial Partners | Dec 2025 | 19k | $509k |
| Fortis Group Advisors | Dec 2025 | 17k | $443k |
| Private Trust Co Na | Dec 2025 | 16k | $425k |
| Advyzon Investment Management | Dec 2025 | 15k | $409k |
| Koshinski Asset Management | Dec 2025 | 12k | $324k |
| Insight Wealth Strategies | Dec 2025 | 10k | $267k |
| Mutual Advisors | Dec 2025 | 9.5k | $252k |
| Insigneo Advisory Services | Dec 2025 | 9.4k | $248k |
| Morris Retirement Advisors | Dec 2025 | 8.2k | $216k |
| Vontobel Holding | Dec 2025 | 8.0k | $212k |
| Highline Wealth Partners | Dec 2025 | 500.00 | $13k |
| Reyes Financial Architecture | Dec 2025 | 280.00 | $7.4k |