Institutional Ownership
Series Portfolios Tr
CUSIP 81752T429ELM MARKET NAVIGELMQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
13
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 | Elm Partners Management LLC | 6.01M | $159.65M |
| 2 | Hightower Advisors, LLC | 145.3K | $3.94M |
| 3 | Tanager Wealth Management LLP | 129.1K | $3.50M |
| 4 | First National Bank Sioux Falls | 64.8K | $1.84M |
| 5 | Creative Planning | 54.0K | $1.46M |
| 6 | London & Capital Asset Management Ltd | 24.2K | $658.6K |
| 7 | Jane Street Group, LLC | 17.5K | $474.2K |
| 8 | Onyx Bridge Wealth Group LLC | 15.9K | $432.5K |
| 9 | Insight Advisors, LLC/ Pa | 15.3K | $414.0K |
| 10 | Cowa, LLC | 9.9K | $269.1K |