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 | 2.2M | $58M | 45% | Jun 2026 |
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| Security Benefit Life Insurance | 1.6M | $43M | 0% | Jun 2026 |
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| Morgan Stanley | 1.6M | $42M | 159258% | Mar 2026 |
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| Colony | 1.5M | $39M | 9% | Jun 2026 |
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| Estate Planners Group | 772k | $20M | 2% | Jun 2026 |
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| Guardian Financial Partners | 771k | $20M | 6% | Jun 2026 |
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| Atria Investments | 678k | $18M | 267% | Jun 2026 |
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| Mariner Wealth Advisors | 643k | $17M | 246% | Jun 2026 |
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| LPL Financial | 365k | $9.6M | 571% | Jun 2026 |
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| Sound Income Strategies | 331k | $8.7M | 22% | Jun 2026 |
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| Gradient Investments | 303k | $8.0M | 3% | Jun 2026 |
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| Stifel Financial | 226k | $6.0M | -2% | Jun 2026 |
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| Inspire Advisors | 200k | $5.3M | 313% | Jun 2026 |
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| Barclays | 194k | $5.1M | 2% | Jun 2026 |
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| Copia Wealth Management | 187k | $4.9M | 16% | Jun 2026 |
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| Navis Wealth Advisors | 179k | $4.7M | 100% | Jun 2026 |
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| Sowell Financial Services | 158k | $4.2M | 1% | Jun 2026 |
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| Envestnet Asset Management | 156k | $4.1M | 51% | Jun 2026 |
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| WESPAC Advisors | 152k | $4.0M | 100% | Jun 2026 |
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| CWC Advisors | 142k | $3.8M | -1% | Jun 2026 |
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| Ethos Financial Group | 127k | $3.4M | 6% | Jun 2026 |
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| Valeo Financial Advisors | 124k | $3.3M | 0% | Jun 2026 |
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| Cedar Wealth Management | 119k | $3.1M | 3% | Jun 2026 |
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| Basso Capital Management | 117k | $3.1M | 164% | Jun 2026 |
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| Client First Investment Management | 113k | $3.0M | 100% | Jun 2026 |
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| Impact Partnership Wealth | 111k | $2.9M | 31% | Jun 2026 |
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| Farther Finance Advisors | 103k | $2.7M | 2% | Jun 2026 |
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| Primoris Wealth Advisors | 93k | $2.4M | 80% | Jun 2026 |
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| UBS Group | 83k | $2.2M | -2% | Jun 2026 |
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| Insigneo Advisory Services | 82k | $2.2M | 100% | Jun 2026 |
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| Skopos Labs | 82k | $2.1M | 77% | Mar 2026 |
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| Nuveen | 79k | $2.1M | 100% | Jun 2026 |
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| Kestra Advisory Services | 74k | $2.0M | -51% | Jun 2026 |
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| Claudia M.p. Batlle, Crp | 57k | $1.5M | 32% | Jun 2026 |
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| Hilltop Holdings | 48k | $1.3M | -5% | Jun 2026 |
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| Knott David M Jr | 48k | $1.3M | 0% | Jun 2026 |
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| Rockport Wealth | 47k | $1.2M | 7% | Jun 2026 |
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| Maridea Wealth Management | 40k | $1.1M | -4% | Jun 2026 |
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| Brucke Financial | 39k | $1.0M | 82% | Jun 2026 |
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| Goldman Sachs Group | 35k | $911k | 100% | Jun 2026 |
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| Integrated Wealth Concepts | 32k | $843k | 100% | Jun 2026 |
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| VectorGlobal I | 32k | $809k | 100% | Mar 2026 |
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| Ausdal Financial Partners | 31k | $810k | 100% | Jun 2026 |
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| Griffin Asset Management | 28k | $735k | 100% | Jun 2026 |
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| Laurel Oak Wealth Management | 27k | $711k | -26% | Jun 2026 |
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| Advyzon Investment Management | 26k | $684k | 100% | Jun 2026 |
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| Almanack Investment Partners | 25k | $666k | -30% | Jun 2026 |
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| Claris Financial | 23k | $601k | -28% | Mar 2026 |
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| Nordwand Advisors | 23k | $597k | 0% | Jun 2026 |
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| Gladstone Institutional Advisory | 22k | $582k | -11% | Jun 2026 |
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| Advisor Group Holdings | 22k | $572k | 94017% | Jun 2026 |
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| We Are One Seven | 18k | $481k | -23% | Jun 2026 |
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| Darden Wealth Group | 17k | $460k | 29% | Jun 2026 |
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| Mml Investors Services | 16k | $410k | 27% | Jun 2026 |
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| Strait & Sound Wealth Management | 15k | $399k | 37% | Jun 2026 |
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| Capital Advisor Network | 15k | $389k | 243% | Jun 2026 |
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| Cambridge Investment Research Advisors | 14k | $376k | -31% | Jun 2026 |
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| Tactive Advisors | 14k | $374k | 5% | Jun 2026 |
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| Resolute Wealth Strategies | 14k | $361k | 100% | Jun 2026 |
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| Axxcess Wealth Management | 13k | $346k | 100% | Jun 2026 |
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| Mather Group | 13k | $346k | -33% | Jun 2026 |
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| Private Trust Co Na | 13k | $341k | 100% | Jun 2026 |
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| Brookstone Capital Management | 13k | $341k | 1% | Jun 2026 |
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| Sequoia Financial Advisors | 13k | $340k | 2% | Jun 2026 |
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| Prostatis Group | 13k | $330k | 0% | Jun 2026 |
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| Commonwealth Equity Services | 12k | $323k | -8% | Jun 2026 |
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| HighTower Advisors | 12k | $308k | 100% | Jun 2026 |
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| Elevated Capital Advisors | 11k | $291k | -4% | Jun 2026 |
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| Harbour Investments | 11k | $286k | 0% | Jun 2026 |
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| Brookwood Investment Group | 11k | $280k | 100% | Jun 2026 |
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| Sovereign Financial Group | 11k | $278k | 100% | Jun 2026 |
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| Evergreen Wealth Solutions | 10k | $274k | 100% | Jun 2026 |
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| WMG Financial Advisors | 10k | $264k | -27% | Jun 2026 |
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| Leo Wealth | 9.9k | $253k | 100% | Mar 2026 |
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| Sontag Advisory | 9.7k | $257k | -25% | Jun 2026 |
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| Verity Asset Management | 9.7k | $257k | 0% | Jun 2026 |
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| Baldwin Brothers | 9.1k | $240k | -37% | Jun 2026 |
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| Crestwood Advisors | 7.6k | $201k | 100% | Jun 2026 |
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| Janney Montgomery Scott | 7.6k | $200k | 100% | Jun 2026 |
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| Royal Bank of Canada | 4.7k | $125k | -74% | Jun 2026 |
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| Steward Partners Investment Advisory | 3.3k | $87k | 0% | Jun 2026 |
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| Goss Wealth Management | 2.9k | $77k | 1364% | Jun 2026 |
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| BI Asset Management Fondsmaeglerselskab A/S | 2.0k | $52k | -89% | Jun 2026 |
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| Hanson McClain Advisors | 1.7k | $45k | 0% | Jun 2026 |
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| Newbridge Financial Services Group | 1.6k | $41k | -7% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 1.2k | $32k | 100% | Jun 2026 |
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| Reyes Financial Architecture | 250.00 | $6.6k | 100% | Jun 2026 |
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| Highline Wealth Partners | 200.00 | $5.3k | 100% | Jun 2026 |
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| CWM | 197.00 | $5.1k | -43% | Mar 2026 |
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| High Point Wealth Management | 153.00 | $4.0k | 2% | Jun 2026 |
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| Triumph Capital Management | 150.00 | $3.8k | -14% | Mar 2026 |
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| SHP Wealth Management | 101.00 | $2.7k | 0% | Jun 2026 |
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| Assetmark | 64.00 | $1.7k | -79% | Jun 2026 |
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| Spurstone Advisory Services | 14.00 | $370.000400 | 0% | Jun 2026 |
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| Wells Fargo & Company | 7.00 | $185.500000 | 600% | Jun 2026 |
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| FMR | 2.00 | $53.000000 | 100% | Jun 2026 |
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Who sold out of Series Portfolios Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Tower Research Capital | Mar 2026 | 236k | $6.0M |
| Bienville Capital Management | Dec 2025 | 222k | $5.9M |
| Carmel Capital Partners | Mar 2026 | 123k | $3.2M |
| Citadel Advisors | Mar 2026 | 108k | $2.8M |
| Susquehanna International | Mar 2026 | 70k | $1.8M |
| Jane Street | Mar 2026 | 36k | $933k |
| Flow Traders US | Mar 2026 | 16k | $415k |
| AE Wealth Management | Mar 2026 | 12k | $288k |
| Koshinski Asset Management | Dec 2025 | 12k | $324k |
| a16z Perennial Management | Mar 2026 | 9.9k | $253k |
| State of New Jersey Common Pension Fund D | Mar 2026 | 8.4k | $225k |
| HPM Partners | Mar 2026 | 8.3k | $212k |
| Intl Fcstone | Mar 2026 | 7.9k | $202k |
| Stance Capital | Mar 2026 | 2.7k | $69k |
| MAI Wealth Advisors | Mar 2026 | 2.6k | $67k |
| Truvestments Capital | Mar 2026 | 285.00 | $7.3k |