SERIES PORTFOLIOS TR ELM MAR NAV ETF is a security (CUSIP 81752T429) tracked across SEC portfolio filings. 15 institutional managers reported $195.5M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Elm Partners Management LLC | Philadelphia, PA | $180.7M | 6,168,649 |
| HighTower Advisors, LLC | CHICAGO, IL | $4.3M | 145,335 |
| Tanager Wealth Management LLP | Goring On Thames, X0 | $3.8M | 129,100 |
| FIRST NATIONAL BANK SIOUX FALLS | SIOUX FALLS, SD | $1.8M | 64,797 |
| Creative Planning | Overland Park, KS | $1.5M | 54,001 |
| Onyx Bridge Wealth Group LLC | TARRYTOWN, NY | $1.4M | 46,369 |
| Insight Advisors, LLC/ PA | Newtown, PA | $667K | 22,769 |
| London & Capital Asset Management Ltd | London, X0 | $659K | 24,234 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $474K | 17,486 |
| COWA, LLC | Tulsa, OK | $245K | 8,352 |
| Farther Finance Advisors, LLC | SAN FRANCISCO, CA | $20K | 685 |
| UBS Group AG | Zurich, V8 | $16K | 579 |
| WEDBUSH SECURITIES INC | PASADENA, CA | $954 | 32,565 |
| Avion Wealth | THE WOODLANDS, TX | $162 | 5,535 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |