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 45,744 shares, which have been reported (via 13F filing form) to have a value of $1.22 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
34,132
shares
|
$912,348
0.08% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
10,248
shares
|
$273,929
0.0% of portfolio
|
Q2 2025
Reduced 35.29%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,000
shares
|
$26,730
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
104
shares
|
$2,779
0.0% of portfolio
|
Q1 2022
Reduced 3.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
94
shares
|
$2,512
0.0% of portfolio
|
Q2 2025
Reduced 97.32%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
69
shares
|
$1,844
0.0% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
56
shares
|
$1,496
0.0% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
35
shares
|
$935
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
3
shares
|
$80
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2
shares
|
$53
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$26
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|