SERIES PORTFOLIOS TR

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CLOZ·81752T528·US·ETF·Unknown - Unknown

CLOZ (SERIES PORTFOLIOS TR) is held by 30 institutional investors as of Q1 2026. Largest holders: MORGAN STANLEY ($41.6M), Focus Partners Wealth ($34.8M), STIFEL FINANCIAL CORP ($5.9M). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (30)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	1.6M(+1593x)	$41.6M	0.0%	+3.26%	47
FWFocus Partners Wealth	Increased	1.4M(+4.1%)	$34.8M	0.0%	+0.09%	30
STIFEL FINANCIAL CORP	Decreased	231,116(-19.9%)	$5.9M	0.0%	+1.93%	0
BARCLAYS PLC	New	190,000	$4.9M	0.0%	+3.26%	37
Mariner, LLC	Increased	185,560(+8.2%)	$4.8M	0.0%	+7.91%	29
Kestra Advisory Services, LLC	Decreased	153,353(-28.7%)	$3.9M	0.0%	+1.90%	0
CITADEL ADVISORS LLC	Increased	108,348(+5.3%)	$2.8M	0.0%	+3.26%	28
ENVESTNET ASSET MANAGEMENT INC	Decreased	103,606(-46.6%)	$2.7M	0.0%	+7.08%	0
Farther Finance Advisors, LLC	Increased	101,087(+167.1%)	$2.6M	0.0%	+2.15%	42
UBS Group AG	Increased	84,963(+206.0%)	$2.2M	0.0%	+3.55%	42
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	69,836	$1.8M	0.0%	+3.26%	36
LPL Financial LLC	Decreased	54,442(-90.7%)	$1.4M	0.0%	-0.04%	0
JANE STREET GROUP, LLC	Decreased	36,379(-93.2%)	$933,121	0.0%	+0.44%	0
MAMATHER GROUP, LLC.	New	19,565	$501,842	0.0%	+3.26%	33
ROYAL BANK OF CANADA	Increased	18,314(+48.1%)	$470,000	0.0%	+2.70%	33
IWIntegrated Wealth Concepts LLC	Unchanged	15,951	$409,143	0.0%	-0.04%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	13,277(-21.6%)	$340,550	0.0%	+4.23%	0
WAWealthspire Advisors, LLC	Unchanged	12,922	$331,450	0.0%	+3.34%	0
Sequoia Financial Advisors, LLC	Increased	12,656(+1.9%)	$324,636	0.0%	+10.63%	24
AE Wealth Management LLC	Decreased	12,322(-66.6%)	$316,053	0.0%	+17.92%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer