8 institutions reported holding $2.7M of SERIES PORTFOLIOS TR (SCAP) in SEC 13F filings for 2026-03-31. Largest institutional holders: INFRASTRUCTURE CAPITAL ADVISORS, LLC ($991,756), Royal Bank of Canada ($537,000), INDEPENDENT FINANCIAL GROUP, LLC ($516,916), B. Riley Wealth Advisors, Inc. ($308,433), HighTower Advisors, LLC ($304,868). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | $991,756 | 28,464 | Added |
| 2 | Royal Bank of Canada | $537,000 | 15,419 | Added |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | $516,916 | 14,836 | Added |
| 4 | B. Riley Wealth Advisors, Inc. | $308,433 | 9,100 | Hold |
| 5 | HighTower Advisors, LLC | $304,868 | 8,750 | Added |
| 6 | OSAIC HOLDINGS, INC. | $5,330 | 153 | Trimmed |
| 7 | UBS Group AG | $3,345 | 96 | New |
| 8 | MORGAN STANLEY | $88 | 2 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31