13FBOX
SERIES PORTFOLIOS TR · 13F Institutional Holdings
Options Calculator Rankings
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SERIES PORTFOLIOS TR

SCAP
Institutions
8
Combined AUM (Q2 2026)
$3.3M
Combined Shares (Q2 2026)
84,535
Overall Trend
Increase
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+22,550
5 institutions added · 1 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-0
0 institutions reduced · 0 exits
Est. sell amount
⚖️ Net Share Change
+22,550
Net Buy
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$3.3M
Institutions
8
New Buys
1
Adds
4
Reduces
0
Exits
0
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
INFRASTRUCTURE CAPITAL ADVISORS, LLC
0.06%0.07%#1$1.1M28,575$991,75628,464+111+0.39%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#5$816,00020,755$537,00015,419+5,336+34.61%Add
INDEPENDENT FINANCIAL GROUP, LLC
0.01%#3$625,17515,911$00+15,911New Buy
B. Riley Wealth Advisors, Inc.
0.02%0.02%#2$353,2359,100$308,4339,10000.00%Unchanged
HighTower Advisors, LLC
<0.01%<0.01%#4$343,8058,750$304,8688,75000.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#6$49,1471,250$5,330153+1,097+716.99%Add
UBS Group AG
<0.01%<0.01%#7$7,505191$3,34596+95+98.96%Add
MORGAN STANLEY
<0.01%<0.01%#8$1323$122300.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow