Series Portfolios Trust - HEDG

Sector: Funds · Industry: ETF / Fund
Website: No information yet · Social: No information yet

Company profile

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Quarter snapshot

Latest / Compare
Q4 2025
Value (USD)
Total reported value ($000)
$278.8M
QoQ value delta ($000)
—
Shares
Total shares
9,500,707
QoQ shares delta
—
Total shares held by funds (by quarter)

Market chart (HEDG)

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Top holders (Q4 2025)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
HighTower Advisors, LLC 68,183 2,324,312 0.07%
UBS Group AG 52,102 1,776,123 0.01%
JOURNEY STRATEGIC WEALTH LLC 24,345 829,914 0.64%
ROYAL BANK OF CANADA 20,996 715,738 0.0%
Rockefeller Capital Management L.P. 17,406 593,362 0.03%
Garden State Investment Advisory Services LLC 15,863 540,693 3.49%
ENZI WEALTH 14,816 502,598 5.22%
ENVESTNET ASSET MANAGEMENT INC 9,607 327,511 0.0%
Platform Technology Partners 8,094 275,925 1.72%
Bramshill Investments, LLC 6,146 209,523 0.35%
Darwin Wealth Management, LLC 5,470 186,499 1.7%
AXXCESS WEALTH MANAGEMENT, LLC 5,324 181,494 0.09%
STIFEL FINANCIAL CORP 4,534 154,575 0.0%
Gladstone Institutional Advisory LLC 3,691 125,854 0.14%
NewEdge Advisors, LLC 3,109 106,014 0.01%
RAYMOND JAMES FINANCIAL INC 2,991 101,963 0.0%
Vise Technologies, Inc. 2,752 93,824 0.05%
CHAPIN DAVIS, INC. 2,369 80,784 0.56%
Magnus Financial Group LLC 2,075 70,741 0.16%
COMMONWEALTH EQUITY SERVICES, LLC 1,713 58,416 0.0%
OPPENHEIMER & CO INC 1,551 52,900 0.02%
BLAIR WILLIAM & CO/IL 1,530 52,182 0.0%
Atria Investments, Inc 1,332 45,424 0.02%
Janney Montgomery Scott LLC 790 26,942 0.0%
KLINGENSTEIN FIELDS & CO LP 707 24,102 0.03%