Who owns ICAP?
Infrastructure Capital Equity Income Fund ETF
19 institutions reported holding ICAP, worth $7.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ICAP
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Independent Financial Group, LLC | San Diego, CA | $2.3M | 82,697 | +5,183 shares |
| Janney Montgomery Scott LLC | Philadelphia, PA | $1.1M | 39,303 | +5,425 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $703K | 25,050 | New position |
| MML Investors Services, LLC | Springfield, MA | $627K | 22,341 | New position |
| Osaic Holdings, Inc. | Scottsdale, AZ | $592K | 21,105 | +4,226 shares |
| Infrastructure Capital Advisors, LLC | New York, NY | $584K | 20,486 | +93 shares |
| Maridea Wealth Management LLC | Brooklyn, NY | $469K | 16,694 | +2,509 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $465K | 16,550 | −1,525 shares |
| Old Mission Capital LLC | Chicago, IL | $214K | 7,609 | New position |
| Morgan Stanley | New York, NY | $202K | 7,185 | +7,180 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns ICAP?
19 institutional managers reported holding ICAP in Form 13F filings for June 30, 2026, worth $7.5M in total. The largest reported position was held by Independent Financial Group, LLC, at $2.3M.
Did institutions buy or sell ICAP last quarter?
Reported 13F value rose 61.7% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ICAP ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.