SERIES PORTFOLIOS TR AIMS
ACUITAS SML CAP · ETP · CUSIP 81752T379
2
institutional holders
+1 vs Q1 2026
3.0m
shares reported held*
$89.8mreported value*
1 new
0 added
1 reduced
0 sold out
net sold ≈ $153.5k (-5.2k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $29.51.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2026 | 1 |
| Q2 2026 | 2 |
Biggest buyers
| UBS Group AG | New | +79 |
Biggest sellers
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | Reduced | -5.3k |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC 3.91% of their portfolio | 3.0m $89.8m | Reduced -5.3k |
| UBS Group AG 0.00% of their portfolio | 79 $2.3k | New |