ICAP SERIES PORTFOLIOS TR: institutional ownership and insider trading
23 funds reported holding $7.71M of SERIES PORTFOLIOS TR in their latest 13F filings; in Q2 2026 funds net bought $2.01M, with 5 new positions and 1 funds selling out.
Largest institutional holders of ICAP
- INDEPENDENT FINANCIAL GROUP, LLC — $2.31M
- Janney Montgomery Scott LLC — $1.10M
- ENVESTNET ASSET MANAGEMENT INC — $703K
- MML INVESTORS SERVICES, LLC — $627K
- OSAIC HOLDINGS, INC. — $592K
- INFRASTRUCTURE CAPITAL ADVISORS, LLC — $584K
- Maridea Wealth Management LLC — $469K
- NewEdge Advisors, LLC — $465K
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — $224K
- OLD MISSION CAPITAL LLC — $214K