Institutional Ownership Series Portfolios Tr Infracap (ICAP)
This table provides information about the institutional ownership of Series Portfolios Tr Infracap (ICAP). We have compiled data on the 12 institutions that hold shares in the stock, with a total of 54,506 shares, which have been reported (via 13F filing form) to have a value of $1.35 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Infrastructure Capital Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
33,705
shares
|
$860,825
0.06% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
15,836
shares
|
$404,451
0.0% of portfolio
|
Q4 2024
Added 34.62%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,501
shares
|
$89,415
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,000
shares
|
$25,540
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
200
shares
|
$5,108
0.0% of portfolio
|
Q1 2025
Reduced 99.03%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
104
shares
|
$2,656
0.0% of portfolio
|
Q1 2022
Reduced 3.85%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
68
shares
|
$1,736
0.0% of portfolio
|
Q1 2025
Added 25.93%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
54
shares
|
$1,379
0.0% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
35
shares
|
$893
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2
shares
|
$51
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$25
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|