SERIES PORTFOLIOS TR

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HEDG·81752T411·US·etf·Unknown - Unknown

EQUABLE SHARES H

HEDG (SERIES PORTFOLIOS TR) is held by 17 institutional investors as of Q1 2026. Largest holders: HighTower Advisors, LLC ($77.5M), UBS Group AG ($45M), ROYAL BANK OF CANADA ($25.1M). Net institutional sentiment: Bullish.

17

Holders

Avg rating(6 Elite)

$201.4M

Total Value

70% (21)

Fund Consensus

14 buying - 6 selling

Smart Money Verdict

View all

59Mixed MomentumSingle Source

Institutional (13F)59

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how HEDG's score breaks down across 4 SEC sources

Holder Quality

6

★★★★★

Elite

4

★★★★

Strong

6

★★★

Solid

4

★★

Below

1

★

Weak

Held by 17 funds

6 elite

No recent insider, activist, or congressional trades found for this stock

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

Positions (17)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
HighTower Advisors, LLC	Increased	2.7M(+15.1%)	$77.5M	0.1%	—	34
UBS Group AG	Decreased	1.6M(-12.6%)	$45M	0.0%	—	0
ROYAL BANK OF CANADA	Increased	864,632(+20.8%)	$25.1M	0.0%	—	34
Rockefeller Capital Management L.P.	Increased	789,109(+33.4%)	$22.9M	0.0%	—	37
ENVESTNET ASSET MANAGEMENT INC	Increased	498,471(+52.2%)	$14.4M	0.0%	—	39
RAYMOND JAMES FINANCIAL INC	Increased	242,085(+137.4%)	$7M	0.0%	—	44
STIFEL FINANCIAL CORP	Increased	168,266(+8.9%)	$4.9M	0.0%	—	29
COMMONWEALTH EQUITY SERVICES, LLC	Increased	60,229(+3.1%)	$1.7M	0.0%	—	27
BLAIR WILLIAM & CO/IL	Decreased	46,945(-10.0%)	$1.4M	0.0%	—	0
Baird Financial Group, Inc.	Unchanged	16,111	$466,897	0.0%	—	0
JANE STREET GROUP, LLC	New	15,320	$443,974	0.0%	—	33
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	9,348	$270,905	0.0%	—	36
FIFTH THIRD BANCORP	New	5,355	$155,197	0.0%	—	31
NewEdge Advisors, LLC	Increased	115,913(+9.3%)	$115,913	0.0%	—	24
MORGAN STANLEY	New	984	$28,516	0.0%	—	30
AE Wealth Management LLC	New	154	$4,463	0.0%	—	22
FMR LLC	Increased	47(+30.6%)	$1,362	0.0%	—	10
Quantinno Capital Management LP	Exited	0(-100.0%)	$301,151	0.0%	—	0
JONES FINANCIAL COMPANIES LLLP	Exited	0(-100.0%)	$9,035	0.0%	—	0
AXXCESS WEALTH MANAGEMENT, LLC	Exited	0(-100.0%)	$5.3M	0.0%	—	0

Showing 1-20 of 21

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

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