Institutional Ownership
Series Portfolios Tr
CUSIP 81752T445INFRASTRCTUR CAPSCAPQ1 2026
Institutional Holders
8
13F filers
Shares Held
76.8K
Aggregate institutional
Institutional Value
$2.67M
Q1 2026
Net New Holders
+1
1 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased4
Decreased1
Sold out0
Institutional Holders
8 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Infrastructure Capital Advisors, LLC | 28.5K | $991.8K | +1.8K | Added |
| 2 | Royal Bank Of Canada | 15.4K | $537.0K | +10.5K | Added |
| 3 | Independent Financial Group, LLC | 14.8K | $516.9K | +986 | Added |
| 4 | B. Riley Wealth Advisors, Inc. | 9.1K | $308.4K | 0 | Held |
| 5 | Hightower Advisors, LLC | 8.8K | $304.9K | +3.0K | Added |
| 6 | Osaic Holdings, Inc. | 153 | $5.3K | −828 | Reduced |
| 7 | Ubs Group AG | 96 | $3.3K | +96 | New |
| 8 | Morgan Stanley | 2 | $88 | 0 | Held |