Institutional Ownership
Series Portfolios Tr
CUSIP 81752T619INFRASTRCTUR CAPICAPQ1 2026
Institutional Holders
16
13F filers
Shares Held
194.2K
Aggregate institutional
Institutional Value
$3.76M
Q1 2026
Net New Holders
+3
5 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased5
Decreased4
Sold out2
Institutional Holders
16 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Independent Financial Group, LLC | 77.5K | $2.04M | +1.1K | Added |
| 2 | Infrastructure Capital Advisors, LLC | 20.4K | $536.5K | −7.3K | Reduced |
| 3 | Osaic Holdings, Inc. | 16.9K | $444.1K | −538 | Reduced |
| 4 | Maridea Wealth Management LLC | 14.2K | $373.2K | +14.2K | New |
| 5 | Susquehanna International Group, LLP | 8.2K | $216.6K | +8.2K | New |
| 6 | International Assets Investment Management, LLC | 1.9K | $49.1K | +1.9K | New |
| 7 | Allworth Financial LP | 1.3K | $32.9K | +1.3K | New |
| 8 | Trask Adam Roland | 1.2K | $31.6K | +1.2K | First Filing |
| 9 | Newedge Advisors, LLC | 18.1K | $18.1K | +18.1K | New |
| 10 | Steward Partners Investment Advisory, LLC | 600 | $15.8K | 0 | Held |
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