SERIES PORTFOLIOS TR EQUAB EQUIT ETF is a security (CUSIP 81752T411) tracked across SEC portfolio filings. 40 institutional managers reported $343.5M on Form 13F as of 2026-06-30.
Showing 15 of 40 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| HighTower Advisors, LLC | CHICAGO, IL | $80.6M | 2,685,759 |
| UBS Group AG | Zurich, V8 | $45.0M | 1,552,728 |
| JOURNEY STRATEGIC WEALTH LLC | SUMMIT, NJ | $26.1M | 901,723 |
| Royal Bank of Canada | TORONTO, A6 | $25.1M | 864,632 |
| Rockefeller Capital Management L.P. | NEW YORK, NY | $22.9M | 789,109 |
| ENZI WEALTH | AUSTIN, TX | $17.6M | 585,334 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $16.4M | 547,895 |
| Garden State Investment Advisory Services LLC | Red Bank, NJ | $15.5M | 536,197 |
| Mount Yale Investment Advisors, LLC | DENVER, CO | $13.4M | 463,686 |
| Vestmark Advisory Solutions, Inc. | Jersey City, NJ | $13.3M | 459,389 |
| Platform Technology Partners | NEW YORK, NY | $9.2M | 305,957 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $7.0M | 242,085 |
| Bramshill Investments, LLC | NAPLES, FL | $6.1M | 209,523 |
| AXXCESS WEALTH MANAGEMENT, LLC | CARLSBAD, CA | $5.4M | 181,283 |
| Darwin Wealth Management, LLC | TAMPA, FL | $5.4M | 181,283 |