Institutional Ownership
Series Portfolios Tr
CUSIP 81752T619INFRASTRCTUR CAPICAPQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
16
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 | 77.5K | $2.04M |
| 2 | Infrastructure Capital Advisors, LLC | 20.4K | $536.5K |
| 3 | Osaic Holdings, Inc. | 16.9K | $444.1K |
| 4 | Maridea Wealth Management LLC | 14.2K | $373.2K |
| 5 | Susquehanna International Group, LLP | 8.2K | $216.6K |
| 6 | International Assets Investment Management, LLC | 1.9K | $49.1K |
| 7 | Allworth Financial LP | 1.3K | $32.9K |
| 8 | Trask Adam Roland | 1.2K | $31.6K |
| 9 | Newedge Advisors, LLC | 18.1K | $18.1K |
| 10 | Steward Partners Investment Advisory, LLC | 600 | $15.8K |