Institutional Ownership
Series Portfolios Tr
CUSIP 81752T528ELDRIDGE BBB BCLOZQ1 2026
Institutional Holders
86
13F filers
Shares Held
11.93M
Aggregate institutional
Institutional Value
$304.77M
Q1 2026
Net New Holders
-20
10 new · 30 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions10
Increased26
Decreased35
Sold out30
Institutional Holders
86 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Security Benefit Life Insurance Co /Ks/ | 1.63M | $41.70M | 0 | Held |
| 2 | Morgan Stanley | 1.62M | $41.57M | +1.62M | Added |
| 3 | Arax Advisory Partners | 1.51M | $38.82M | −497.0K | Reduced |
| 4 | Focus Partners Wealth | 1.36M | $34.83M | +53.5K | Added |
| 5 | Estate Planners Group, LLC | 756.2K | $19.40M | +11.2K | Added |
| 6 | Guardian Financial Partners, LLC | 729.1K | $18.70M | −6.7K | Reduced |
| 7 | Gradient Investments LLC | 294.2K | $7.55M | +8.6K | Added |
| 8 | Sound Income Strategies, LLC | 269.8K | $6.96M | +52.4K | Added |
| 9 | Tower Research Capital LLC (Trc) | 235.7K | $6.05M | +34.1K | Added |
| 10 | Stifel Financial Corp | 231.1K | $5.93M | −57.4K | Reduced |
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