SERIES PORTFOLIOS TR

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

ICAP (SERIES PORTFOLIOS TR) is held by 7 institutional investors as of Q1 2026. Largest holders: NewEdge Advisors, LLC ($475,553), OSAIC HOLDINGS, INC. ($444,095), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($216,558). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (7)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
NewEdge Advisors, LLC	New	18,075	$475,553	0.0%	+3.01%	33
OSAIC HOLDINGS, INC.	Decreased	16,879(-3.1%)	$444,095	0.0%	+44.37%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	8,231	$216,558	0.0%	+3.01%	35
Allworth Financial LP	New	1,250	$32,888	0.0%	+3.01%	27
Steward Partners Investment Advisory, LLC	Unchanged	600	$15,786	0.0%	+18.20%	0
MORGAN STANLEY	Increased	5(+25.0%)	$146	0.0%	+9.12%	9
WELLS FARGO & COMPANY/MN	Decreased	1(-50.0%)	$28	0.0%	+12.79%	0
AE Wealth Management LLC	Exited	0(-100.0%)	$73	0.0%	+14.96%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer