Who owns SERIES PORTFOLIOS TR?
- Ticker: HEDG
- CUSIP Number: 81752t411
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 |
|---|---|---|---|---|---|
| HighTower Advisors | 2.3M | $68M | 100% | Dec 2025 |
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| UBS Group | 1.8M | $52M | 100% | Dec 2025 |
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| Rockefeller Capital Management | 592k | $17M | 100% | Dec 2025 |
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| Enzi Wealth | 503k | $15M | 100% | Dec 2025 |
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| Envestnet Asset Management | 328k | $9.6M | 100% | Dec 2025 |
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| Bramshill Investments | 210k | $6.1M | 100% | Dec 2025 |
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| Harwood Advisory | 187k | $5.5M | 100% | Dec 2025 |
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| Axxcess Wealth Management | 182k | $5.3M | 100% | Dec 2025 |
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| Stifel Financial | 155k | $4.5M | 100% | Dec 2025 |
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| Gladstone Institutional Advisory | 126k | $3.7M | 100% | Dec 2025 |
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| Goss Wealth Management | 106k | $3.1M | 100% | Dec 2025 |
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| Chapin Davis | 81k | $2.4M | 100% | Dec 2025 |
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| Magnus Financial Group | 71k | $2.1M | 100% | Dec 2025 |
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| Commonwealth Equity Services | 58k | $1.7M | 100% | Dec 2025 |
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| Oppenheimer & Co | 53k | $1.6M | 100% | Dec 2025 |
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| Atria Investments | 45k | $1.3M | 100% | Dec 2025 |
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| Janney Montgomery Scott | 27k | $790k | 100% | Dec 2025 |
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| Klingenstein Fields & Co | 24k | $707k | 100% | Dec 2025 |
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| Baird Financial | 16k | $473k | 100% | Dec 2025 |
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| Quantinno Capital Management | 10k | $301k | 100% | Dec 2025 |
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| Robertson Stephens Wealth Management | 7.2k | $211k | 100% | Dec 2025 |
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| Brian McDonald | 3.5k | $101k | 100% | Dec 2025 |
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| CWM | 627.00 | $18k | 100% | Dec 2025 |
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