# SERIES PORTFOLIOS TR (SCAP)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SCAP/

- Reporting holders: 8
- Reported value: $3.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [INFRASTRUCTURE CAPITAL ADVISORS, LLC](https://holderbook.com/funds/1621802-infrastructure-capital-advisors-llc/) | $1.1M | 28,575 | 0.1% | 11 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $816.0K | 20,755 | 0.0% | 4 |
| [INDEPENDENT FINANCIAL GROUP, LLC](https://holderbook.com/funds/275484-independent-financial-group-llc/) | $625.2K | 15,911 | 0.0% | 6 |
| [B. Riley Wealth Advisors, Inc.](https://holderbook.com/funds/1464811-b-riley-wealth-advisors-inc/) | $353.2K | 9,100 | 0.0% | 8 |
| [HighTower Advisors, LLC](https://holderbook.com/funds/1462245-hightower-advisors-llc/) | $343.8K | 8,750 | 0.0% | 4 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $49.1K | 1,250 | 0.0% | 7 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $7.5K | 191 | 0.0% | 2 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $132 | 3 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 8 | $3.3M |
| Q1 2026 | 8 | $2.7M |
| Q4 2025 | 7 | $2.2M |
| Q3 2025 | 8 | $2.5M |
| Q2 2025 | 6 | $2.2M |
| Q1 2025 | 6 | $1.7M |
| Q4 2024 | 7 | $1.9M |
| Q3 2024 | 4 | $856.2K |
| Q2 2024 | 2 | $412.9K |
| Q1 2024 | 2 | $943.0K |
| Q4 2023 | 3 | $5.8M |
| Q1 2020 | 4 | $2.2M |