HEDG institutional holders

SERIES PORTFOLIOS TR · 13F, 2026Q2

Managers holding39
Shares held11,188,417
Reported value$335.7m
Quarter flows8 new, 19 added, 9 trimmed, 6 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
HighTower Advisors, LLC2,685,759$80.6m0.1%
UBS Group AG1,390,019$41.7m0.0%
Rockefeller Capital Management L.P.951,354$28.5m0.0%
ROYAL BANK OF CANADA866,449$26.0m0.0%
ENZI WEALTH585,334$17.6m5.6%
ELEVATION POINT WEALTH PARTNERS, LLC567,283$17.0m0.3%
Vestmark Advisory Solutions, Inc.564,091$16.9m0.2%
ENVESTNET ASSET MANAGEMENT INC547,895$16.4m0.0%
Garden State Investment Advisory Services LLC534,795$16.0m2.9%
Platform Technology Partners305,957$9.2m1.5%
RAYMOND JAMES FINANCIAL INC261,089$7.8m0.0%
Bramshill Investments, LLC227,986$6.8m0.5%
AXXCESS WEALTH MANAGEMENT, LLC181,283$5.4m0.1%
Darwin Wealth Management, LLC181,283$5.4m1.5%
STIFEL FINANCIAL CORP170,694$5.1m0.0%
Gladstone Institutional Advisory LLC138,297$4.1m0.1%
KLINGENSTEIN FIELDS & CO LP129,299$3.9m0.1%
NewEdge Advisors, LLC126,407$3.8m0.0%
Vise Technologies, Inc.119,385$3.6m0.0%
CHAPIN DAVIS, INC.93,778$2.8m0.5%
Murphy, Middleton, Hinkle & Parker, Inc.92,945$2.8m1.1%
Steward Partners Investment Advisory, LLC74,115$2.2m0.0%
Magnus Financial Group LLC70,346$2.1m0.1%
COMMONWEALTH EQUITY SERVICES, LLC60,421$1.8m0.0%
OPPENHEIMER & CO INC57,246$1.7m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("HEDG"). HEDG price history · All 13F data

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