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 | $81M | 0% | Jun 2026 |
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| UBS Group | 1.4M | $42M | -10% | Jun 2026 |
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| Rockefeller Capital Management | 951k | $29M | 21% | Jun 2026 |
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| Journey Strategic Wealth | 902k | $26M | 9% | Mar 2026 |
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| Royal Bank of Canada | 866k | $26M | 0% | Jun 2026 |
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| Enzi Wealth | 585k | $18M | 8% | Jun 2026 |
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| Mount Yale Investment Advisors | 567k | $17M | 22% | Jun 2026 |
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| Vestmark Advisory Solutions | 564k | $17M | 23% | Jun 2026 |
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| Envestnet Asset Management | 548k | $16M | 10% | Jun 2026 |
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| Garden State Investment Advisory Services | 535k | $16M | 0% | Jun 2026 |
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| Platform Technology Partners | 306k | $9.2M | 9% | Jun 2026 |
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| Raymond James Financial | 261k | $7.8M | 8% | Jun 2026 |
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| Bramshill Investments | 228k | $6.8M | 9% | Jun 2026 |
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| Axxcess Wealth Management | 181k | $5.4M | 100% | Jun 2026 |
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| Harwood Advisory | 172k | $5.0M | -8% | Mar 2026 |
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| Stifel Financial | 171k | $5.1M | 1% | Jun 2026 |
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| Gladstone Institutional Advisory | 138k | $4.1M | 1% | Jun 2026 |
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| Klingenstein Fields & Co | 129k | $3.9M | -1% | Jun 2026 |
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| Goss Wealth Management | 126k | $3.8M | 9% | Jun 2026 |
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| Vise Technologies | 119k | $3.6M | 27% | Jun 2026 |
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| Chapin Davis | 94k | $2.8M | 0% | Jun 2026 |
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| Murphy, Middleton, Hinkle & Parker | 93k | $2.8M | 0% | Jun 2026 |
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| Steward Partners Investment Advisory | 74k | $2.2M | 100% | Jun 2026 |
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| Magnus Financial Group | 70k | $2.1M | 0% | Jun 2026 |
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| Commonwealth Equity Services | 60k | $1.8M | 0% | Jun 2026 |
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| Oppenheimer & Co | 57k | $1.7M | -5% | Jun 2026 |
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| William Blair $ Company | 47k | $1.4M | 0% | Jun 2026 |
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| Janney Montgomery Scott | 46k | $1.4M | 0% | Jun 2026 |
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| Farther Finance Advisors | 32k | $970k | 100% | Jun 2026 |
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| Old Mission Capital | 19k | $564k | 100% | Jun 2026 |
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| Baird Financial | 16k | $483k | 0% | Jun 2026 |
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| Jane Street | 12k | $344k | -25% | Jun 2026 |
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| Gotham Asset Management | 11k | $337k | 100% | Jun 2026 |
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| Robertson Stephens Wealth Management | 7.2k | $215k | -1% | Jun 2026 |
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| Fifth Third Bancorp | 6.4k | $192k | 20% | Jun 2026 |
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| Wells Fargo & Company | 3.7k | $110k | 100% | Jun 2026 |
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| Plante Moran Financial Advisors | 3.0k | $91k | 100% | Jun 2026 |
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| TSFG | 1.3k | $38k | 100% | Jun 2026 |
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| Morgan Stanley | 984.00 | $29k | 100% | Mar 2026 |
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| CWM | 200.00 | $5.8k | -68% | Mar 2026 |
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| Caldwell Sutter Capital | 200.00 | $6.0k | 0% | Jun 2026 |
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| FMR | 37.00 | $1.1k | -21% | Jun 2026 |
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Who sold out of Series Portfolios Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Atria Investments | Mar 2026 | 45k | $1.3M |
| Susquehanna International | Mar 2026 | 9.3k | $271k |
| AE Wealth Management | Mar 2026 | 154.00 | $4.5k |