22 institutions reported holding $10.4M of SERIES PORTFOLIOS TR (BNDS) in SEC 13F filings for 2026-06-30. Largest institutional holders: INDEPENDENT FINANCIAL GROUP, LLC ($2.2M), Encompass More Asset Management ($2.0M), JANE STREET GROUP, LLC ($1.6M), Evergreen Wealth Solutions, LLC ($1.1M), CITADEL ADVISORS LLC ($813,275). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | INDEPENDENT FINANCIAL GROUP, LLC | $2.2M | 44,450 | Added |
| 2 | Encompass More Asset Management | $2.0M | 40,296 | New |
| 3 | JANE STREET GROUP, LLC | $1.6M | 32,272 | Added |
| 4 | Evergreen Wealth Solutions, LLC | $1.1M | 22,545 | New |
| 5 | CITADEL ADVISORS LLC | $813,275 | 16,130 | New |
| 6 | DAVENPORT & Co LLC | $757,319 | 15,020 | Added |
| 7 | Royal Bank of Canada | $519,000 | 10,284 | Added |
| 8 | PFG Advisors | $295,108 | 5,853 | New |
| 9 | B. Riley Wealth Advisors, Inc. | $247,623 | 4,900 | Hold |
| 10 | Cambridge Investment Research Advisors, Inc. | $225,000 | 4,462 | New |
| 11 | HighTower Advisors, LLC | $206,722 | 4,100 | Hold |
| 12 | UBS Group AG | $100,840 | 2,000 | Added |
| 13 | Burnham & Co LLC | $95,798 | 1,900 | New |
| 14 | Allworth Financial LP | $50,420 | 1,000 | New |
| 15 | Integrated Wealth Concepts LLC | $20,168 | 400 | New |
| 16 | Farther Finance Advisors, LLC | $12,655 | 251 | New |
| 17 | Parallel Advisors, LLC | $5,042 | 100 | New |
| 18 | Roxbury Financial LLC | $2,471 | 49 | New |
| 19 | Aspect Partners, LLC | $504 | 10 | New |
| 20 | WELLS FARGO & COMPANY/MN | $19 | 0 | Trimmed |
| 21 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | $0 | 0 | Exited |
| 22 | Osbon Capital Management LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30