AIMS institutional holders
SERIES PORTFOLIOS TR · 13F, 2026Q2
| Managers holding | 2 |
|---|---|
| Shares held | 3,043,389 |
| Reported value | $89.8m |
| Quarter flows | 1 new, 0 added, 1 trimmed, 0 exited |
Top 2 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3,043,310 | $89.8m | 3.9% |
| UBS Group AG | 79 | $2,331 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("AIMS"). AIMS price history · All 13F data