SERIES PORTFOLIOS TR - ELDRIDGE BBB B (CLOZ)

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / ELDRIDGE BBB B
Total 13F shares
8,969,687
Share change
-622,842
Total reported value
$234,905,813
Price per share
$26.48
Number of holders
77
Value change
-$14,987,895
Number of buys
36
Number of sells
33

Institutional Holders of SERIES PORTFOLIOS TR - ELDRIDGE BBB B (CLOZ) as of Q4 2025

As of 31 Dec 2025, SERIES PORTFOLIOS TR - ELDRIDGE BBB B (CLOZ) was held by 77 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 8,969,687 shares. The largest 10 holders included SECURITY BENEFIT LIFE INSURANCE CO /KS/, Guardian Financial Partners, LLC, GOLDMAN SACHS GROUP INC, LPL Financial LLC, JANE STREET GROUP, LLC, Black Swift Group, LLC, Ocean Park Asset Management, LLC, State of New Jersey Common Pension Fund D, Gradient Investments LLC, and Ball & Co Wealth Management Inc.. This page lists 78 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.