CUSIP 81752T411
SERIES PORTFOLIOS TR
33 institutions · $273.8M total · 9,357,202 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 2,324,312 | $68.2M | 24.83% | 2025-12-31 |
| 2 | UBS Group AG | 1,776,123 | $52.1M | 18.98% | 2025-12-31 |
| 3 | JOURNEY STRATEGIC WEALTH LLC | 763,764 | $22.4M | 8.16% | 2025-12-31 |
| 4 | Royal Bank of Canada | 711,171 | $20.9M | 7.60% | 2025-12-31 |
| 5 | Garden State Investment Advisory Services LLC | 540,693 | $15.9M | 5.77% | 2025-12-31 |
| 6 | Rockefeller Capital Management L.P. | 517,395 | $15.2M | 5.52% | 2025-12-31 |
| 7 | ENZI WEALTH | 502,598 | $14.8M | 5.37% | 2025-12-31 |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 327,511 | $9.6M | 3.50% | 2025-12-31 |
| 9 | Platform Technology Partners | 275,925 | $8.1M | 2.94% | 2025-12-31 |
| 10 | Bramshill Investments, LLC | 209,523 | $6.1M | 2.23% | 2025-12-31 |
| 11 | Darwin Wealth Management, LLC | 186,499 | $5.5M | 1.99% | 2025-12-31 |
| 12 | AXXCESS WEALTH MANAGEMENT, LLC | 186,030 | $5.5M | 1.98% | 2025-12-31 |
| 13 | STIFEL FINANCIAL CORP | 154,575 | $4.5M | 1.65% | 2025-12-31 |
| 14 | Gladstone Institutional Advisory LLC | 125,854 | $3.7M | 1.34% | 2025-12-31 |
| 15 | NewEdge Advisors, LLC | 106,014 | $3.1M | 1.13% | 2025-12-31 |
| 16 | RAYMOND JAMES FINANCIAL INC | 100,606 | $3.0M | 1.07% | 2025-12-31 |
| 17 | Vise Technologies, Inc. | 93,824 | $2.8M | 1.00% | 2025-12-31 |
| 18 | CHAPIN DAVIS, INC. | 80,784 | $2.4M | 0.86% | 2025-12-31 |
| 19 | Magnus Financial Group LLC | 70,741 | $2.1M | 0.75% | 2025-12-31 |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 58,416 | $1.7M | 0.62% | 2025-12-31 |
| 21 | OPPENHEIMER & CO INC | 52,900 | $1.6M | 0.56% | 2025-12-31 |
| 22 | BLAIR WILLIAM & CO/IL | 52,182 | $1.5M | 0.55% | 2025-12-31 |
| 23 | Atria Investments, Inc | 45,424 | $1.3M | 0.48% | 2025-12-31 |
| 24 | KLINGENSTEIN FIELDS & CO LP | 24,102 | $707.0K | 0.25% | 2025-12-31 |
| 25 | Baird Financial Group, Inc. | 16,111 | $472.6K | 0.17% | 2025-12-31 |
| 26 | Quantinno Capital Management LP | 10,266 | $301.2K | 0.10% | 2025-12-31 |
| 27 | Robertson Stephens Wealth Management, LLC | 7,205 | $211.4K | 0.07% | 2025-12-31 |
| 28 | JPMORGAN CHASE & CO | 5,284 | $155.0K | 0.05% | 2025-12-31 |
| 29 | COMERICA BANK | 3,457 | $101.4K | 0.03% | 2025-12-31 |
| 30 | JONES FINANCIAL COMPANIES LLLP | 308 | $9.0K | 0.00% | 2025-12-31 |
| 31 | FMR LLC | 36 | $1.1K | 0.00% | 2025-12-31 |
| 32 | Janney Montgomery Scott LLC | 26,942 | $790 | 0.28% | 2025-12-31 |
| 33 | CWM, LLC | 627 | $18 | 0.00% | 2025-12-31 |