Institutional Ownership
Series Portfolios Tr
CUSIP 81752T411EQUABLE SHARES HHEDGQ1 2026
Institutional Holders
37
13F filers
Shares Held
11.40M
Aggregate institutional
Institutional Value
$325.95M
Q1 2026
Net New Holders
+5
9 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions9
Increased17
Decreased7
Sold out4
Institutional Holders
37 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Hightower Advisors, LLC | 2.68M | $77.53M | +351.0K | Added |
| 2 | Ubs Group AG | 1.55M | $45.00M | −223.4K | Reduced |
| 3 | Journey Strategic Wealth LLC | 901.7K | $26.13M | +71.8K | Added |
| 4 | Royal Bank Of Canada | 864.6K | $25.06M | +148.9K | Added |
| 5 | Rockefeller Capital Management L.P. | 789.1K | $22.87M | +195.7K | Added |
| 6 | Enzi Wealth | 543.7K | $15.76M | +41.1K | Added |
| 7 | Garden State Investment Advisory Services LLC | 536.2K | $15.54M | −4.5K | Reduced |
| 8 | Envestnet Asset Management Inc | 498.5K | $14.45M | +171.0K | Added |
| 9 | Elevation Point Wealth Partners, LLC | 463.7K | $13.44M | +463.7K | New |
| 10 | Vestmark Advisory Solutions, Inc. | 459.4K | $13.31M | +459.4K | New |
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