1 institutions reported holding $89.8M of SERIES PORTFOLIOS TR (AIMS) in SEC 13F filings for 2026-06-30. Largest institutional holders: HALBERT HARGROVE GLOBAL ADVISORS, LLC ($89.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $89.8M | 3.0M | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30