Institutional Ownership
Series Portfolios Tr
CUSIP 81752T429ELM MARKET NAVIGELMQ1 2026
Institutional Holders
13
13F filers
Shares Held
6.51M
Aggregate institutional
Institutional Value
$172.66M
Q1 2026
Net New Holders
+5
7 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased4
Decreased1
Sold out2
Institutional Holders
13 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Elm Partners Management LLC | 6.01M | $159.65M | +1.51M | Added |
| 2 | Hightower Advisors, LLC | 145.3K | $3.94M | 0 | Held |
| 3 | Tanager Wealth Management LLP | 129.1K | $3.50M | +6.5K | Added |
| 4 | First National Bank Sioux Falls | 64.8K | $1.84M | +32.6K | Added |
| 5 | Creative Planning | 54.0K | $1.46M | +54.0K | New |
| 6 | London & Capital Asset Management Ltd | 24.2K | $658.6K | +24.2K | New |
| 7 | Jane Street Group, LLC | 17.5K | $474.2K | −44.5K | Reduced |
| 8 | Onyx Bridge Wealth Group LLC | 15.9K | $432.5K | +15.9K | New |
| 9 | Insight Advisors, LLC/ Pa | 15.3K | $414.0K | +15.3K | New |
| 10 | Cowa, LLC | 9.9K | $269.1K | +9.9K | New |
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