Institutional Ownership
Series Portfolios Tr
CUSIP 81752T528ELDRIDGE BBB BCLOZQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
86
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/ | 1.63M | $41.70M |
| 2 | Morgan Stanley | 1.62M | $41.57M |
| 3 | Arax Advisory Partners | 1.51M | $38.82M |
| 4 | Focus Partners Wealth | 1.36M | $34.83M |
| 5 | Estate Planners Group, LLC | 756.2K | $19.40M |
| 6 | Guardian Financial Partners, LLC | 729.1K | $18.70M |
| 7 | Gradient Investments LLC | 294.2K | $7.55M |
| 8 | Sound Income Strategies, LLC | 269.8K | $6.96M |
| 9 | Tower Research Capital LLC (Trc) | 235.7K | $6.05M |
| 10 | Stifel Financial Corp | 231.1K | $5.93M |