Institutional Ownership
Series Portfolios Tr
CUSIP 81752T437INFRASTRUCTURE CBNDSQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
11
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Independent Financial Group, LLC | 31.8K | $1.58M |
| 2 | Jane Street Group, LLC | 28.5K | $1.41M |
| 3 | Davenport & Co LLC | 14.2K | $704.1K |
| 4 | Infrastructure Capital Advisors, LLC | 5.6K | $277.1K |
| 5 | B. Riley Wealth Advisors, Inc. | 4.9K | $242.2K |
| 6 | Hightower Advisors, LLC | 4.1K | $203.6K |
| 7 | Trask Adam Roland | 400 | $19.9K |
| 8 | Royal Bank Of Canada | 174 | $9.0K |
| 9 | Ubs Group AG | 159 | $7.9K |
| 10 | Osbon Capital Management LLC | 33 | $1.6K |