HEDG SERIES PORTFOLIOS TR: institutional ownership and insider trading
40 funds reported holding $365M of SERIES PORTFOLIOS TR in their latest 13F filings; in Q2 2026 funds net bought $20.6M, with 8 new positions and 4 funds selling out.
Largest institutional holders of HEDG
- HighTower Advisors, LLC — $80.6M
- UBS Group AG (UBS) — $41.7M
- Rockefeller Capital Management L.P. — $28.5M
- JOURNEY STRATEGIC WEALTH LLC — $26.1M
- ROYAL BANK OF CANADA (RY, RBMCF, RYLBF, RYPBF) — $26.0M
- ENZI WEALTH — $18.6M
- ELEVATION POINT WEALTH PARTNERS, LLC — $17.0M
- Vestmark Advisory Solutions, Inc. — $16.9M
- ENVESTNET ASSET MANAGEMENT INC — $16.4M
- Garden State Investment Advisory Services LLC — $16.0M
Who owns the most HEDG stock?
The largest institutional holders of SERIES PORTFOLIOS TR in the latest 13F filings are HighTower Advisors, LLC ($80.6M), UBS Group AG (UBS) ($41.7M), Rockefeller Capital Management L.P. ($28.5M).
Which ETFs hold HEDG?
1 ETFs and mutual funds hold it among their top 100 positions, including BRMSX.