SERIES PORTFOLIOS TR

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ICAP·81752T619·US·ETF·Unknown - Unknown

ICAP (SERIES PORTFOLIOS TR) is held by 9 institutional investors as of Q2 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($703,144), MML INVESTORS SERVICES, LLC ($627,112), OSAIC HOLDINGS, INC. ($592,469). Net institutional sentiment: Bullish.

9

Holders

(2 Elite)

$2.7M

Total Value

78% (9)

Consensus

7 buying - 2 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)36

Insider (Form 4)85

Activist (13D/13G)74

Congressional (STOCK Act)61

Holder Quality

48

★★★★★

Elite

14

★★★★

Strong

56

★★★

Solid

14

★★

Below

63

★

Weak

Held by 9 funds

2 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for ICAP.

Top Holders

Top Holders (9)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	New	25,050	$703,144	0.0%	+5.72%	34
MML INVESTORS SERVICES, LLC	New	22,341	$627,112	0.0%	+5.72%	34
OSAIC HOLDINGS, INC.	Increased	21,105(+25.0%)	$592,469	0.0%	+43.52%	30
NewEdge Advisors, LLC	Decreased	16,550(-8.4%)	$464,559	0.0%	+15.77%	0
MORGAN STANLEY	Increased	7,185(+1436x)	$201,711	0.0%	+5.73%	25
Allworth Financial LP	Increased	2,700(+116.0%)	$75,789	0.0%	+10.15%	34
Steward Partners Investment Advisory, LLC	Unchanged	600	$16,842	0.0%	+28.55%	0
ROYAL BANK OF CANADA	New	89	$2,000	0.0%	+5.72%	17
WELLS FARGO & COMPANY/MN	Increased	2(+100.0%)	$45	0.0%	+13.69%	12
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$216,558	0.0%	+9.50%	0

ICAPSERIES PORTFOLIOS TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer