Infrastructure Capital SmallSCAPETF

13F holders, Q1 2026 (March 31)
8holders +1
1new positions
0sold out
$34.73avg. 13F price*

At the end of Q1 2026, 8 institutions reported holding Infrastructure Capital Small (SCAP) in their 13F filings, up 1 from Q4 2025. 1 opened new positions and 0 sold out. The largest holders were Infrastructure Capital Advisors, LLC ($992K), Royal Bank of Canada ($537K) and Independent Financial Group, LLC ($517K).

Company
Infrastructure Capital Small
Filed as
SERIES PORTFOLIOS TR (Q1 2026)
CUSIP
81752T445
Latest filing quarter
Q2 2026

History

Number of 13F holders

02468 Q1 2024: 2Q1 2024Q2 2024: 2Q2 2024Q3 2024: 4Q3 2024Q4 2024: 7Q4 2024Q1 2025: 6Q1 2025Q2 2025: 6Q2 2025Q3 2025: 8Q3 2025Q4 2025: 7Q4 2025Q1 2026: 8Q1 2026Q2 2026: 8Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions1$3K
Exits0$0

All 13F filers, Q4 2025 → Q1 2026: 16,355 shares bought and 828 shares sold, net +15,527 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 8 holders

Infrastructure Capital Advisors, LLC 0.14% Add +6.8% 28,464 $992K
Royal Bank of Canada 0.00% Add +211.8% 15,419 $537K
Independent Financial Group, LLC 0.01% Add +7.1% 14,836 $517K
B. Riley Wealth Advisors, Inc. 0.02% No change 9,100 $308K
HighTower Advisors, LLC 0.00% Add +52.2% 8,750 $305K
Osaic Holdings, Inc. 0.00% Reduce -84.4% 153 $5K
UBS Group AG 0.00% New 96 $3K
Morgan Stanley 0.00% No change 2 $88

"% of holder's portfolio" is SCAP's weight in each manager's 13F, not the share of Infrastructure Capital Small the manager owns.