8 institutions reported holding $3.3M of SERIES PORTFOLIOS TR (SCAP) in SEC 13F filings for 2026-06-30. Largest institutional holders: INFRASTRUCTURE CAPITAL ADVISORS, LLC ($1.1M), Royal Bank of Canada ($816,000), INDEPENDENT FINANCIAL GROUP, LLC ($625,175), B. Riley Wealth Advisors, Inc. ($353,235), HighTower Advisors, LLC ($343,805). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | $1.1M | 28,575 | Added |
| 2 | Royal Bank of Canada | $816,000 | 20,755 | Added |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | $625,175 | 15,911 | Added |
| 4 | B. Riley Wealth Advisors, Inc. | $353,235 | 9,100 | Hold |
| 5 | HighTower Advisors, LLC | $343,805 | 8,750 | Hold |
| 6 | OSAIC HOLDINGS, INC. | $49,147 | 1,250 | Added |
| 7 | UBS Group AG | $7,505 | 191 | Added |
| 8 | MORGAN STANLEY | $132 | 3 | Added |
Source: SEC Form 13F filings · as of 2026-06-30