Who owns SERIES PORTFOLIOS TR?
- Ticker: ICAP
- CUSIP Number: 81752t619
Tip: Access positions for across all investors
Analyze quarterly positions in Series Portfolios Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Series Portfolios Tr stock
Who bought or sold SERIES PORTFOLIOS TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Janney Montgomery Scott | 34k | $891k | 182% | Mar 2026 |
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| Infrastructure Capital Advisors | 28k | $768k | -20% | Dec 2025 |
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| Advisor Group Holdings | 17k | $484k | -3% | Dec 2025 |
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| Maridea Wealth Management | 14k | $373k | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 600.00 | $17k | 0% | Dec 2025 |
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| CWM | 92.00 | $3.0k | 100% | Dec 2025 |
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| Signature | 75.00 | $2.0k | 3% | Mar 2026 |
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| Archer Investment Corp | 58.00 | $1.6k | 2% | Dec 2025 |
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| Wealth Watch Advisors | 5.00 | $139.000000 | 100% | Dec 2025 |
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| AE Wealth Management | 3.00 | $72.999900 | 0% | Dec 2025 |
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| Wells Fargo & Company | 2.00 | $53.000000 | 0% | Dec 2025 |
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