Institutional Ownership
Series Portfolios Tr
CUSIP 81752T411EQUABLE SHARES HHEDGQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
37
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Hightower Advisors, LLC | 2.68M | $77.53M |
| 2 | Ubs Group AG | 1.55M | $45.00M |
| 3 | Journey Strategic Wealth LLC | 901.7K | $26.13M |
| 4 | Royal Bank Of Canada | 864.6K | $25.06M |
| 5 | Rockefeller Capital Management L.P. | 789.1K | $22.87M |
| 6 | Enzi Wealth | 543.7K | $15.76M |
| 7 | Garden State Investment Advisory Services LLC | 536.2K | $15.54M |
| 8 | Envestnet Asset Management Inc | 498.5K | $14.45M |
| 9 | Elevation Point Wealth Partners, LLC | 463.7K | $13.44M |
| 10 | Vestmark Advisory Solutions, Inc. | 459.4K | $13.31M |