# SERIES PORTFOLIOS TR (AIMS)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AIMS/

- Reporting holders: 2
- Reported value: $89.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [HALBERT HARGROVE GLOBAL ADVISORS, LLC](https://holderbook.com/funds/1484205-halbert-hargrove-global-advisors-llc/) | $89.8M | 3,043,310 | 3.9% | 2 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $2.3K | 79 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 2 | $89.8M |
| Q1 2026 | 1 | $72.2M |