Institutional Ownership
Series Portfolios Tr
CUSIP 81752T379ACUITAS SML CAPQ1 2026
Institutional Holders
1
13F filers
Shares Held
3.05M
Aggregate institutional
Institutional Value
$72.21M
Q1 2026
Net New Holders
+1
1 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased0
Decreased0
Sold out0
Institutional Holders
1 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Halbert Hargrove Global Advisors, LLC | 3.05M | $72.21M | +3.05M | New |