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

SERIES PORTFOLIOS TR

ELM
Institutions
15
Combined AUM (Q2 2026)
$197.6M
Combined Shares (Q2 2026)
6.7M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+243,418
8 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-9,904
3 · 1 Exit · ≈
⚖️ Net
+233,514
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$197.6M
Institutions
15
New Buys
3
Adds
5
Reduces
2
Exits
1
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Elm Partners Management LLC
6.49%6.92%#1$180.7M6.2M$159.6M6.0M+162,344+2.70%Add
HighTower Advisors, LLC
<0.01%<0.01%#10$4.3M145,335$3.9M145,33500.00%Unchanged
Tanager Wealth Management LLP
0.33%0.34%#3$3.8M129,100$3.5M129,10000.00%Unchanged
FIRST NATIONAL BANK SIOUX FALLS
0.52%0.5%#2$1.8M64,797$1.8M64,79700.00%Unchanged
Creative Planning
<0.01%<0.01%#11$1.6M54,001$1.5M54,00100.00%Unchanged
Onyx Bridge Wealth Group LLC
0.12%0.05%#4$1.4M46,369$432,48315,947+30,422+190.77%Add
London & Capital Asset Management Ltd
0.01%0.01%#9$1.3M45,978$658,55924,234+21,744+89.73%Add
WEDBUSH SECURITIES INC
0.02%0.02%#8$954,02132,565$706,00026,030+6,535+25.11%Add
Insight Advisors, LLC/ PA
0.12%0.08%#5$667,04222,769$413,99015,265+7,504+49.16%Add
STIFEL FINANCIAL CORP
<0.01%#13$380,37712,984$00+12,984New Buy
JANE STREET GROUP, LLC
<0.01%<0.01%#15$285,1379,733$474,22017,486-7,753-44.34%Reduce
COWA, LLC
0.06%0.07%#6$244,6798,352$269,1399,924-1,572-15.84%Reduce
Avion Wealth
0.03%0.03%#7$162,1535,535$150,0005,53500.00%Unchanged
Larson Financial Group LLC
<0.01%#12$35,1551,200$00+1,200New Buy
Farther Finance Advisors, LLC
<0.01%#14$20,068685$00+685New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow