Institutional Ownership
Series Portfolios Tr
CUSIP 81752T437INFRASTRUCTURE CBNDSQ1 2026
Institutional Holders
11
13F filers
Shares Held
89.7K
Aggregate institutional
Institutional Value
$4.46M
Q1 2026
Net New Holders
+4
4 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased2
Decreased1
Sold out0
Institutional Holders
11 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Independent Financial Group, LLC | 31.8K | $1.58M | +1.4K | Added |
| 2 | Jane Street Group, LLC | 28.5K | $1.41M | −3.6K | Reduced |
| 3 | Davenport & Co LLC | 14.2K | $704.1K | +43 | Added |
| 4 | Infrastructure Capital Advisors, LLC | 5.6K | $277.1K | 0 | Held |
| 5 | B. Riley Wealth Advisors, Inc. | 4.9K | $242.2K | 0 | Held |
| 6 | Hightower Advisors, LLC | 4.1K | $203.6K | 0 | Held |
| 7 | Trask Adam Roland | 400 | $19.9K | +400 | First Filing |
| 8 | Royal Bank Of Canada | 174 | $9.0K | +174 | New |
| 9 | Ubs Group AG | 159 | $7.9K | +159 | New |
| 10 | Osbon Capital Management LLC | 33 | $1.6K | +33 | New |
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