ELM SERIES PORTFOLIOS TR: institutional ownership and insider trading
17 funds reported holding $199M of SERIES PORTFOLIOS TR in their latest 13F filings; in Q2 2026 funds net bought $6.84M, with 3 new positions and 1 funds selling out.
Largest institutional holders of ELM
- Elm Partners Management LLC — $181M
- HighTower Advisors, LLC — $4.26M
- Tanager Wealth Management LLP — $3.77M
- FIRST NATIONAL BANK SIOUX FALLS — $2.48M
- Onyx Bridge Wealth Group LLC — $1.60M
- Creative Planning — $1.58M
- London & Capital Asset Management Ltd — $1.35M
- Insight Advisors, LLC/ PA — $759K
- Atria Investments, Inc — $484K
- STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) — $380K