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 | 2.7M | $78M | 15% | Mar 2026 |
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| UBS Group | 1.6M | $45M | -13% | Mar 2026 |
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| Journey Strategic Wealth | 902k | $26M | 9% | Mar 2026 |
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| Royal Bank of Canada | 865k | $25M | 100% | Mar 2026 |
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| Rockefeller Capital Management | 789k | $23M | 33% | Mar 2026 |
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| Enzi Wealth | 544k | $16M | 8% | Mar 2026 |
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| Garden State Investment Advisory Services | 536k | $16M | -1% | Mar 2026 |
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| Envestnet Asset Management | 499k | $14M | 52% | Mar 2026 |
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| Mount Yale Investment Advisors | 464k | $13M | 100% | Mar 2026 |
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| Vestmark Advisory Solutions | 459k | $13M | 100% | Mar 2026 |
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| Platform Technology Partners | 280k | $8.1M | 1% | Mar 2026 |
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| Bramshill Investments | 210k | $6.1M | 0% | Mar 2026 |
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| Harwood Advisory | 172k | $5.0M | -8% | Mar 2026 |
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| Stifel Financial | 168k | $4.9M | 9% | Mar 2026 |
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| Gladstone Institutional Advisory | 136k | $4.0M | 8% | Mar 2026 |
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| Klingenstein Fields & Co | 131k | $3.8M | 444% | Mar 2026 |
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| Goss Wealth Management | 116k | $116k | 9% | Mar 2026 |
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| Raymond James Financial | 102k | $3.0M | 100% | Dec 2025 |
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| Chapin Davis | 94k | $2.7M | 16% | Mar 2026 |
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| Vise Technologies | 94k | $2.8M | 0% | Mar 2026 |
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| Murphy, Middleton, Hinkle & Parker | 93k | $2.7M | 100% | Mar 2026 |
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| Magnus Financial Group | 71k | $2.0M | 0% | Mar 2026 |
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| Commonwealth Equity Services | 60k | $1.7M | 3% | Mar 2026 |
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| Oppenheimer & Co | 60k | $1.7M | 13% | Mar 2026 |
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| William Blair $ Company | 47k | $1.4M | -10% | Mar 2026 |
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| Janney Montgomery Scott | 46k | $1.3M | 71% | Mar 2026 |
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| Atria Investments | 45k | $1.3M | -2% | Mar 2026 |
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| Baird Financial | 16k | $473k | 100% | Dec 2025 |
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| Jane Street | 15k | $444k | 100% | Mar 2026 |
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| Robertson Stephens Wealth Management | 7.2k | $209k | 0% | Mar 2026 |
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| Fifth Third Bancorp | 5.4k | $155k | 100% | Mar 2026 |
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| Brian McDonald | 3.5k | $101k | 100% | Dec 2025 |
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| Morgan Stanley | 984.00 | $29k | 100% | Mar 2026 |
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| CWM | 627.00 | $18k | 100% | Dec 2025 |
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| Jones Financial Companies, L.L | 308.00 | $9.0k | 100% | Dec 2025 |
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| Caldwell Sutter Capital | 200.00 | $5.8k | 100% | Mar 2026 |
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| AE Wealth Management | 154.00 | $4.5k | 100% | Mar 2026 |
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| FMR | 36.00 | $1.1k | 100% | Dec 2025 |
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Who sold out of Series Portfolios Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Axxcess Wealth Management | Dec 2025 | 182k | $5.3M |
| Quantinno Capital Management | Dec 2025 | 10k | $301k |