Who owns SERIES PORTFOLIOS TR?

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
Infrastructure Capital Advisors 28k $768k -20% Dec 2025
 View chart
Advisor Group Holdings 17k $484k -3% Dec 2025
 View chart
Janney Montgomery Scott 12k $334k 100% Dec 2025
 View chart
Steward Partners Investment Advisory 600.00 $17k 0% Dec 2025
 View chart
Royal Bank of Canada 211.00 $6.8k 124% Sep 2025
 View chart
CWM 92.00 $3.0k 100% Dec 2025
 View chart
Signature 73.00 $2.0k 3% Dec 2025
 View chart
Archer Investment Corp 58.00 $1.6k 2% Dec 2025
 View chart
Wealth Watch Advisors 5.00 $139.000000 100% Dec 2025
 View chart
AE Wealth Management 3.00 $72.999900 0% Dec 2025
 View chart
Wells Fargo & Company 2.00 $53.000000 0% Dec 2025
 View chart