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 |
|---|---|---|---|---|---|
| Independent Financial Group | 83k | $2.3M | 7% | Jun 2026 |
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| Janney Montgomery Scott | 39k | $1.1M | 16% | Jun 2026 |
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| Envestnet Asset Management | 25k | $703k | 100% | Jun 2026 |
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| Mml Investors Services | 22k | $627k | 100% | Jun 2026 |
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| Advisor Group Holdings | 21k | $593k | 25% | Jun 2026 |
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| Infrastructure Capital Advisors | 21k | $584k | 0% | Jun 2026 |
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| Maridea Wealth Management | 17k | $469k | 18% | Jun 2026 |
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| Goss Wealth Management | 17k | $465k | -8% | Jun 2026 |
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| Old Mission Capital | 7.6k | $214k | 100% | Jun 2026 |
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| Hanson McClain Advisors | 2.7k | $76k | 116% | Jun 2026 |
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| International Assets Investment Management | 1.9k | $53k | 1% | Jun 2026 |
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| Burnham & Co | 1.2k | $34k | 100% | Jun 2026 |
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| Trask Adam Roland | 1.2k | $32k | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 600.00 | $17k | 0% | Jun 2026 |
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| Highline Wealth Partners | 100.00 | $2.8k | 100% | Jun 2026 |
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| Royal Bank of Canada | 89.00 | $2.0k | 100% | Jun 2026 |
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| Signature | 77.00 | $2.2k | 3% | Jun 2026 |
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| Archer Investment Corp | 62.00 | $1.7k | 3% | Jun 2026 |
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| Morgan Stanley | 5.00 | $146.000000 | 25% | Mar 2026 |
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| Wells Fargo & Company | 2.00 | $45.000000 | 100% | Jun 2026 |
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| CWM | 1.00 | $23.000000 | -99% | Mar 2026 |
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Who sold out of Series Portfolios Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Mar 2026 | 8.2k | $217k |