18 institutions reported holding $4.7M of SERIES PORTFOLIOS TR (ICAP) in SEC 13F filings for 2026-03-31. Largest institutional holders: INDEPENDENT FINANCIAL GROUP, LLC ($2.0M), Janney Montgomery Scott LLC ($891,000), INFRASTRUCTURE CAPITAL ADVISORS, LLC ($536,544), OSAIC HOLDINGS, INC. ($444,095), Maridea Wealth Management LLC ($373,195). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | INDEPENDENT FINANCIAL GROUP, LLC | $2.0M | 77,514 | Added |
| 2 | Janney Montgomery Scott LLC | $891,000 | 33,878 | Added |
| 3 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | $536,544 | 20,393 | Trimmed |
| 4 | OSAIC HOLDINGS, INC. | $444,095 | 16,879 | Trimmed |
| 5 | Maridea Wealth Management LLC | $373,195 | 14,185 | New |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $216,558 | 8,231 | New |
| 7 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $49,110 | 1,856 | New |
| 8 | Allworth Financial LP | $32,888 | 1,250 | New |
| 9 | Trask Adam Roland | $31,572 | 1,200 | New |
| 10 | NewEdge Advisors, LLC | $18,075 | 18,075 | New |
| 11 | Steward Partners Investment Advisory, LLC | $15,786 | 600 | Hold |
| 12 | SIGNATUREFD, LLC | $1,966 | 75 | Added |
| 13 | Archer Investment Corp | $1,578 | 60 | Added |
| 14 | MORGAN STANLEY | $146 | 5 | Added |
| 15 | WELLS FARGO & COMPANY/MN | $28 | 1 | Trimmed |
| 16 | CWM, LLC | $23 | 1 | Trimmed |
| 17 | Wealth Watch Advisors, INC | $0 | 0 | Exited |
| 18 | AE Wealth Management LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31