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

SERIES PORTFOLIOS TR

AIMS
Institutions
2
Combined AUM (Q2 2026)
$89.8M
Combined Shares (Q2 2026)
3.0M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+79
1 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-5,283
1 · 0 Exit · ≈
⚖️ Net
-5,204
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$89.8M
Institutions
2
New Buys
1
Adds
0
Reduces
1
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
HALBERT HARGROVE GLOBAL ADVISORS, LLC
3.88%3.48%#1$89.8M3.0M$72.2M3.0M-5,283-0.17%Reduce
UBS Group AG
<0.01%#2$2,33179$00+79New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow