13FBOX
SERIES PORTFOLIOS TR · 13F Institutional Holdings
Options Calculator Rankings
S

SERIES PORTFOLIOS TR

BNDS
Institutions
19
Combined AUM (Q2 2026)
$10.4M
Combined Shares (Q2 2026)
206,022
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+154,042
17 · 13 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-6,014
4 · 4 Exit · ≈
⚖️ Net
+148,028
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$10.4M
Institutions
19
New Buys
13
Adds
4
Reduces
0
Exits
4
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
INDEPENDENT FINANCIAL GROUP, LLC
0.04%#4$2.2M44,450$00+44,450New Buy
Encompass More Asset Management
0.3%#1$2.0M40,296$00+40,296New Buy
JANE STREET GROUP, LLC
<0.01%<0.01%#13$1.6M32,272$1.4M28,470+3,802+13.35%Add
KINTRA WEALTH, LLC
0.06%#3$1.1M22,545$00+22,545New Buy
CITADEL ADVISORS LLC
<0.01%#16$813,27516,130$00+16,130New Buy
DAVENPORT & Co LLC
<0.01%<0.01%#7$757,31915,020$704,07914,177+843+5.95%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#17$519,00010,284$9,000174+10,110+5,810.34%Add
PFG Advisors
0.01%#5$295,1085,853$00+5,853New Buy
B. Riley Wealth Advisors, Inc.
0.01%0.02%#6$247,6234,900$242,1544,90000.00%Unchanged
Cambridge Investment Research Advisors, Inc.
<0.01%#9$224,9744,462$00+4,462New Buy
HighTower Advisors, LLC
<0.01%<0.01%#11$206,7224,100$203,6274,10000.00%Unchanged
UBS Group AG
<0.01%<0.01%#19$100,8402,000$7,897159+1,841+1,157.86%Add
Burnham & Co LLC
0.08%#2$95,7981,900$00+1,900New Buy
Allworth Financial LP
<0.01%#10$50,4201,000$00+1,000New Buy
Integrated Wealth Concepts LLC
<0.01%#14$20,168400$00+400New Buy
Farther Finance Advisors, LLC
<0.01%#15$12,655251$00+251New Buy
Parallel Advisors, LLC
<0.01%#18$5,042100$00+100New Buy
Roxbury Financial LLC
<0.01%#8$2,47149$00+49New Buy
Aspect Partners, LLC
<0.01%#12$50410$00+10New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow