Who Owns MDAA?
Series Portfolios Trust — Institutional Ownership & 13F Holdings
$97.40
-3.27 (-3.25%)
Market Cap
$383.2M
Shares Outstanding
3,740,317
Institutional Holders
11
Total Inst. Value
$942.0M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2024
Top 10 Institutional Holders(Q1 2024)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | JANE STREET GROUP, LLC | $934.7M | 27,140 |
| 2 | Larson Financial Group LLC | $6.9M | 200 |
| 3 | HighTower Advisors, LLC | $230K | 6,683 |
| 4 | BANK OF MONTREAL /CAN/ | $126K | 3,656 |
| 5 | Concord Wealth Partners | $16K | 459 |
| 6 | HOLLENCREST CAPITAL MANAGEMENT | $11K | 305 |
| 7 | Venturi Wealth Management, LLC | $9K | 250 |
| 8 | Hexagon Capital Partners LLC | $2K | 50 |
| 9 | OSAIC HOLDINGS, INC. | $1K | 50 |
| 10 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | $0 | 0 |
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Frequently Asked Questions
How many institutional investors hold MDAA?
As of Q1 2024, 11 institutional investors report holding MDAA (Series Portfolios Trust) in their 13F filings.
Which hedge fund owns the most MDAA?
The largest institutional holder of MDAA is JANE STREET GROUP, LLC with $934.7M in shares.
Are institutions buying or selling MDAA?
This quarter, 11 institutions opened new positions in MDAA and 0 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.