DOSSIER · 13F Holders · Q2 2026
SCAP

SERIES PORTFOLIOS TR

9 institutions still hold SERIES PORTFOLIOS TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 81752T445·9 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$3M
visible holders
Holders
9
filers reporting
Concentration
33.42%
INFRASTRUCTURE CAPITAL ADVISORS, LLC #1
top holder share
AI Holders Summary · Q2 2026

9 institutions reported SCAP in Q2 2026. INFRASTRUCTURE CAPITAL ADVISORS, LLC leads at 33.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
INFRASTRUCTURE CAPITAL ADVISORS, LLC
CIK 0001621802
$1M29K0.06%Q2 2026
02
ROYAL BANK OF CANADA
CIK 0001000275
$816K21K0.00%Q2 2026
03
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$625K16K0.01%Q2 2026
04
B. Riley Wealth Advisors, Inc.
CIK 0001464811
$353K9K0.02%Q2 2026
05
HighTower Advisors, LLC
CIK 0001462245
$344K9K0.00%Q2 2026
06
OSAIC HOLDINGS, INC.
CIK 0001677044
$49K1K0.00%Q2 2026
07
UBS Group AG
CIK 0001610520
$8K1910.00%Q2 2026
08
MORGAN STANLEY
CIK 0000895421
$13230.00%Q2 2026
09
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025