DOSSIER · 13F Holders · Q3 2026
SCAP

SERIES PORTFOLIOS TR

8 institutions still hold SERIES PORTFOLIOS TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 81752T445·8 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$3M
visible holders
Holders
8
filers reporting
Concentration
35.40%
INFRASTRUCTURE CAPITAL ADVISORS, LLC #1
top holder share
AI Holders Summary · Q3 2026

8 institutions reported SCAP in Q3 2026. INFRASTRUCTURE CAPITAL ADVISORS, LLC leads at 35.4% 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
$577K16K0.01%Q3 2026
04
HighTower Advisors, LLC
CIK 0001462245
$313K9K0.00%Q3 2026
05
B. Riley Wealth Advisors, Inc.
CIK 0001464811
$254K7K0.01%Q3 2026
06
OSAIC HOLDINGS, INC.
CIK 0001677044
$51K1K0.00%Q3 2026
07
MORGAN STANLEY
CIK 0000895421
$6610.00%Q3 2026
08
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025