SERIES PORTFOLIOS TR

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ELM·81752T429·US·ETF·Unknown - Unknown

ELM (SERIES PORTFOLIOS TR) is held by 5 institutional investors as of Q1 2026. Largest holders: HighTower Advisors, LLC ($3.9M), Creative Planning ($1.5M), London & Capital Asset Management Ltd ($658,559). Net institutional sentiment: Mixed.

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

Positions (5)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
HighTower Advisors, LLC	Unchanged	145,335	$3.9M	0.0%	+13.32%	0
Creative Planning	New	54,001	$1.5M	0.0%	+4.76%	35
London & Capital Asset Management Ltd	New	24,234	$658,559	0.0%	+4.76%	34
JANE STREET GROUP, LLC	Decreased	17,486(-71.8%)	$474,220	0.0%	+7.21%	0
UBS Group AG	New	579	$15,702	0.0%	+4.76%	28
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$293,156	0.0%	+5.39%	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