16 institutions reported holding $70.7M of SERIES PORTFOLIOS TR (HEDG) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENZI WEALTH ($17.6M), ENVESTNET ASSET MANAGEMENT INC ($16.4M), Platform Technology Partners ($9.2M), AXXCESS WEALTH MANAGEMENT, LLC ($5.4M), Darwin Wealth Management, LLC ($5.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENZI WEALTH | $17.6M | 585,334 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $16.4M | 547,895 | Added |
| 3 | Platform Technology Partners | $9.2M | 305,957 | Added |
| 4 | AXXCESS WEALTH MANAGEMENT, LLC | $5.4M | 181,283 | New |
| 5 | Darwin Wealth Management, LLC | $5.4M | 181,283 | Added |
| 6 | Gladstone Institutional Advisory LLC | $4.1M | 138,297 | Added |
| 7 | CHAPIN DAVIS, INC. | $2.8M | 93,778 | Trimmed |
| 8 | Murphy, Middleton, Hinkle & Parker, Inc. | $2.8M | 92,945 | Hold |
| 9 | Magnus Financial Group LLC | $2.1M | 70,346 | Trimmed |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 60,421 | Added |
| 11 | OPPENHEIMER & CO INC | $1.7M | 57,246 | Trimmed |
| 12 | Farther Finance Advisors, LLC | $969,749 | 32,325 | New |
| 13 | Robertson Stephens Wealth Management, LLC | $214,980 | 7,166 | Trimmed |
| 14 | TSFG, LLC | $38,000 | 1,281 | New |
| 15 | Atria Investments, Inc | $0 | 0 | Exited |
| 16 | AE Wealth Management LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30