SERIES PORTFOLIOS TR (SCAP)
Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.
8
Reporting holders
$3.3M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | $1.1M | 28,575 | 0.06% | 11q | HELD |
| ROYAL BANK OF CANADA | $816.0K | 20,755 | 0.00% | 4q | +34.6%+$209.8K |
| INDEPENDENT FINANCIAL GROUP, LLC | $625.2K | 15,911 | 0.01% | 6q | +7.2%+$42.2K |
| B. Riley Wealth Advisors, Inc. | $353.2K | 9,100 | 0.02% | 7q | HELD |
| HighTower Advisors, LLC | $343.8K | 8,750 | 0.00% | 4q | HELD |
| OSAIC HOLDINGS, INC. | $49.1K | 1,250 | 0.00% | 7q | +717.0%+$43.1K |
| UBS Group AG | $7.5K | 191 | 0.00% | 2q | +99.0%+$3.7K |
| MORGAN STANLEY | $132 | 3 | 0.00% | 7q | +50.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 8 | $3.3M | 84,535 | 0 | 5 | 0 | 0.0% |
| Q1 2026 | 8 | $2.7M | 76,820 | 1 | 4 | 1 | 0.0% |
| Q4 2025 | 7 | $2.2M | 61,293 | 0 | 1 | 4 | 0.0% |
| Q3 2025 | 8 | $2.5M | 70,385 | 2 | 3 | 2 | 0.0% |
| Q2 2025 | 6 | $2.2M | 64,571 | 0 | 4 | 0 | 0.0% |
| Q1 2025 | 5 | $1.4M | 42,766 | 1 | 1 | 1 | 0.0% |
| Q4 2024 | 7 | $1.9M | 55,060 | 4 | 2 | 0 | 0.0% |
| Q3 2024 | 4 | $856.2K | 23,924 | 2 | 1 | 1 | 0.0% |
| Q2 2024 | 2 | $412.9K | 12,501 | 0 | 0 | 2 | 0.0% |
| Q1 2024 | 2 | $943.0K | 27,861 | 0 | 1 | 1 | 0.0% |
| Q4 2023 | 3 | $5.8M | 181,967 | 3 | 0 | 0 | 0.0% |
| Q1 2020 | 4 | $2.2M | 84,883 | 0 | 1 | 1 | 0.0% |
| Q4 2019 | 5 | $3.8M | 100,037 | 1 | 0 | 1 | 0.0% |
| Q3 2019 | 4 | $3.4M | 99,077 | 1 | 2 | 0 | 0.0% |
| Q2 2019 | 3 | $3.2M | 88,077 | 0 | 1 | 1 | 0.0% |
| Q1 2019 | 3 | $3.2M | 88,533 | 0 | 2 | 0 | 0.0% |
| Q4 2018 | 3 | $2.8M | 86,574 | 0 | 0 | 0 | 0.0% |