Institutional Ownership
Series Portfolios Tr
CUSIP 81752T486ELDRIDGE AAA CLOCLOXQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
53
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 | Security Benefit Life Insurance Co /Ks/ | 1.15M | $29.41M |
| 2 | Lpl Financial LLC | 1.00M | $25.67M |
| 3 | Carmel Capital Partners, LLC | 381.7K | $9.76M |
| 4 | Copia Wealth Management | 259.8K | $6.64M |
| 5 | Fortis Group Advisors, LLC | 144.8K | $3.71M |
| 6 | Spectrum Asset Management, Inc. (Nb/Ca) | 115.4K | $2.95M |
| 7 | Arax Advisory Partners | 106.4K | $2.72M |
| 8 | Wmg Financial Advisors, LLC | 89.7K | $2.29M |
| 9 | Inspire Advisors, LLC | 86.0K | $2.20M |
| 10 | Black Swift Group, LLC | 82.0K | $2.10M |