11 institutions reported holding $4.5M of SERIES PORTFOLIOS TR (BNDS) in SEC 13F filings for 2026-03-31. Largest institutional holders: INDEPENDENT FINANCIAL GROUP, LLC ($1.6M), JANE STREET GROUP, LLC ($1.4M), DAVENPORT & Co LLC ($704,079), INFRASTRUCTURE CAPITAL ADVISORS, LLC ($277,131), B. Riley Wealth Advisors, Inc. ($242,154). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | INDEPENDENT FINANCIAL GROUP, LLC | $1.6M | 31,750 | Added |
| 2 | JANE STREET GROUP, LLC | $1.4M | 28,470 | Trimmed |
| 3 | DAVENPORT & Co LLC | $704,079 | 14,177 | Added |
| 4 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | $277,131 | 5,580 | Hold |
| 5 | B. Riley Wealth Advisors, Inc. | $242,154 | 4,900 | Hold |
| 6 | HighTower Advisors, LLC | $203,627 | 4,100 | Hold |
| 7 | Trask Adam Roland | $19,866 | 400 | New |
| 8 | Royal Bank of Canada | $9,000 | 174 | New |
| 9 | UBS Group AG | $7,897 | 159 | New |
| 10 | Osbon Capital Management LLC | $1,639 | 33 | New |
| 11 | WELLS FARGO & COMPANY/MN | $44 | 1 | New |
Source: SEC Form 13F filings · as of 2026-03-31