SERIES PORTFOLIOS TR (AIMS)
Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.
2
Reporting holders
$89.8M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $89.8M | 3,043,310 | 3.88% | 2q | HELD |
| UBS Group AG | $2.3K | 79 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 2 | $89.8M | 3,043,389 | 1 | 0 | 0 | 0.0% |
| Q1 2026 | 1 | $72.2M | 3,048,593 | 1 | 0 | 0 | 0.0% |