ICAP — Series Portfolios Tr 机构持仓 · 2026年Q2

Name: 谁持有 ICAP？20 家机构、747 万美元（2026年Q2）
Creator: ko.io

谁持有 Series Portfolios Tr（ICAP）？2026年Q2（报告期截至 2026-06-30）共有 20 家机构在 SEC 13F 申报中报告持有，合计 746.72 万美元。前几大持有机构：Independent Financial Group, LLC（230.00 万美元）、Janney Montgomery Scott LLC（110.00 万美元）、Envestnet Asset Management Inc（70.31 万美元）。

排名	机构	市值	股数	变动
1	INDEPENDENT FINANCIAL GROUP, LLC	$2.3M	82,697	增持
2	Janney Montgomery Scott LLC	$1.1M	39,303	增持
3	ENVESTNET ASSET MANAGEMENT INC	$703,144	25,050	新建仓
4	MML INVESTORS SERVICES, LLC	$627,112	22,341	新建仓
5	OSAIC HOLDINGS, INC.	$592,469	21,105	增持
6	INFRASTRUCTURE CAPITAL ADVISORS, LLC	$584,153	20,486	增持
7	Maridea Wealth Management LLC	$468,589	16,694	增持
8	NewEdge Advisors, LLC	$464,559	16,550	减持
9	OLD MISSION CAPITAL LLC	$213,584	7,609	新建仓
10	MORGAN STANLEY	$201,711	7,185	增持
11	Allworth Financial LP	$75,789	2,700	增持
12	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$52,552	1,867	增持
13	Burnham & Co LLC	$33,684	1,200	新建仓
14	Steward Partners Investment Advisory, LLC	$16,842	600	持平
15	HIGHLINE WEALTH PARTNERS LLC	$2,807	100	新建仓
16	SIGNATUREFD, LLC	$2,152	77	增持
17	Royal Bank of Canada	$2,000	89	新建仓
18	Archer Investment Corp	$1,728	62	增持
19	WELLS FARGO & COMPANY/MN	$45	2	增持
20	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$0	0	清仓

来源：SEC 13F 申报文件 · 截至 2026-06-30