CLOZ — Series Portfolios Tr Institutional Holders · Q3 2026
Who owns Series Portfolios Tr (CLOZ)? 7 institutions reported holding $23.11M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Sound Income Strategies, LLC ($8.5M), Gradient Investments LLC ($8.0M), Valeo Financial Advisors, LLC ($3.3M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sound Income Strategies, LLC | $8.5M | 325,205 | Trimmed |
| 2 | Gradient Investments LLC | $8.0M | 304,237 | Added |
| 3 | Valeo Financial Advisors, LLC | $3.3M | 123,764 | Hold |
| 4 | Farther Finance Advisors, LLC | $2.9M | 108,873 | Added |
| 5 | Tactive Advisors, LLC | $444,934 | 16,918 | Added |
| 6 | GK Wealth Management LLC | $8,495 | 323 | New |
| 7 | Client First Investment Management LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30