Institutional Ownership
Series Portfolios Tr
CUSIP 81752T486ELDRIDGE AAA CLOCLOXQ1 2026
Institutional Holders
53
13F filers
Shares Held
4.24M
Aggregate institutional
Institutional Value
$106.31M
Q1 2026
Net New Holders
+1
10 new · 9 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions10
Increased23
Decreased13
Sold out9
Institutional Holders
53 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Security Benefit Life Insurance Co /Ks/ | 1.15M | $29.41M | −1.11M | Reduced |
| 2 | Lpl Financial LLC | 1.00M | $25.67M | +363.7K | Added |
| 3 | Carmel Capital Partners, LLC | 381.7K | $9.76M | +145.4K | Added |
| 4 | Copia Wealth Management | 259.8K | $6.64M | +76.2K | Added |
| 5 | Fortis Group Advisors, LLC | 144.8K | $3.71M | +90.0K | Added |
| 6 | Spectrum Asset Management, Inc. (Nb/Ca) | 115.4K | $2.95M | −430.5K | Reduced |
| 7 | Arax Advisory Partners | 106.4K | $2.72M | −4.0K | Reduced |
| 8 | Wmg Financial Advisors, LLC | 89.7K | $2.29M | −14.7K | Reduced |
| 9 | Inspire Advisors, LLC | 86.0K | $2.20M | −6.6K | Reduced |
| 10 | Black Swift Group, LLC | 82.0K | $2.10M | −17.4K | Reduced |
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