CLOX

SERIES PORTFOLIOS TR

Institutional Ownership · Q4 2025

Filing: Q4 2025

SERIES PORTFOLIOS TR (CLOX) is held by 158 institutional investors with combined holdings of $1.0B. Major holders include Elm Partners Management L, SECURITY BENEFIT LIFE INS, Client First Investment M.

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Institutional Holders

158

Total Value

$1.0B

Ownership %

—

🏦 Top Institutional Holders

Elm Partners Management LLC

4.5M shares

$122.5M

SECURITY BENEFIT LIFE INSURANCE CO /KS/

3.9M shares

$100.7M

Client First Investment Management LLC

2.3M shares

$100.1M

HighTower Advisors, LLC

2.6M shares

$75.8M

Arax Advisory Partners

2.1M shares

$56.1M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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