AIMS — Series Portfolios Tr Institutional Holders · Q2 2026
Who owns Series Portfolios Tr (AIMS)? 2 institutions reported holding $89.80M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Halbert Hargrove Global Advisors, LLC ($89.8M), UBS Group AG ($2,331).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $89.8M | 3.0M | Trimmed |
| 2 | UBS Group AG | $2,331 | 79 | New |
Source: SEC Form 13F filings · as of 2026-06-30