Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / EQUABLE SHARES H
-
Total 13F shares
-
9,498,832
-
Share change
-
+9,498,832
-
Total reported value
-
$278,723,365
-
Price per share
-
$29.33
-
Number of holders
-
33
-
Value change
-
+$278,723,365
-
Number of buys
-
33
Institutional Holders of SERIES PORTFOLIOS TR - EQUABLE SHARES H (HEDG) as of Q4 2025
As of 31 Dec 2025,
SERIES PORTFOLIOS TR - EQUABLE SHARES H (HEDG) was held by
33 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
9,498,832 shares.
The largest 10 holders included
HighTower Advisors, LLC, UBS Group AG, JOURNEY STRATEGIC WEALTH LLC, ROYAL BANK OF CANADA, Rockefeller Capital Management L.P., Garden State Investment Advisory Services LLC, ENZI WEALTH, ENVESTNET ASSET MANAGEMENT INC, Platform Technology Partners, and Bramshill Investments, LLC.
This page lists
33
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.