CUSIP 81752T429
SERIES PORTFOLIOS TR
11 institutions · $153.1M total · 5,659,711 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Elm Partners Management LLC | 4,496,630 | $122.5M | 79.44% | 2025-12-31 |
| 2 | JPMORGAN CHASE & CO | 775,000 | $20.1M | 13.69% | 2025-06-30 |
| 3 | HighTower Advisors, LLC | 145,335 | $4.0M | 2.56% | 2025-12-31 |
| 4 | Tanager Wealth Management LLP | 122,620 | $3.3M | 2.16% | 2025-12-31 |
| 5 | JANE STREET GROUP, LLC | 61,998 | $1.7M | 1.09% | 2025-12-31 |
| 6 | FIRST NATIONAL BANK SIOUX FALLS | 32,235 | $878.4K | 0.56% | 2025-12-31 |
| 7 | Hegarty Advisors, LLC | 12,735 | $347.0K | 0.22% | 2025-12-31 |
| 8 | CITADEL ADVISORS LLC | 10,758 | $293.2K | 0.19% | 2025-12-31 |
| 9 | UBS Group AG | 111 | $3.0K | 0.00% | 2025-09-30 |
| 10 | Avion Wealth | 2,289 | $62 | 0.04% | 2025-12-31 |
| 11 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |