Institutional Ownership
Series Portfolios Tr
CUSIP 81752T445INFRASTRCTUR CAPSCAPQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
8
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 | Infrastructure Capital Advisors, LLC | 28.5K | $991.8K |
| 2 | Royal Bank Of Canada | 15.4K | $537.0K |
| 3 | Independent Financial Group, LLC | 14.8K | $516.9K |
| 4 | B. Riley Wealth Advisors, Inc. | 9.1K | $308.4K |
| 5 | Hightower Advisors, LLC | 8.8K | $304.9K |
| 6 | Osaic Holdings, Inc. | 153 | $5.3K |
| 7 | Ubs Group AG | 96 | $3.3K |
| 8 | Morgan Stanley | 2 | $88 |