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Infrastructure Capital Small (SCAP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Independent Financial Group, LLC
INCREASED
Shares16,161 from 15,911
Change+250 (+2%)
Value$577.3K (-$47.8K)
Filed 2026-10-13
HighTower Advisors, LLC
UNCHANGED
Shares8,750 from 8,750
Change0 (0%)
Value$312.6K (-$31.2K)
Filed 2026-11-10
B. Riley Wealth Advisors, Inc.
DECREASED
Shares7,100 from 9,100
Change-2,000 (-22%)
Value$253.6K (-$99.6K)
Filed 2026-10-13
UBS Group AG
CLOSED
Shares0 from 191
Change-191 (-100%)
Value$0 (-$7.5K)
Filed 2026-11-10
Infrastructure Capital Advisors, LLC
N/A
Shares— from 28,575
Change-28,575 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 20,755
Change-20,755 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Independent Financial Group, LLC
INCREASED16,16115,911+250+2%$625.2K$577.3K-$47.8K2026-10-13
HighTower Advisors, LLC
UNCHANGED8,7508,75000%$343.8K$312.6K-$31.2K2026-11-10
B. Riley Wealth Advisors, Inc.
DECREASED7,1009,100-2,000-22%$353.2K$253.6K-$99.6K2026-10-13
UBS Group AG
CLOSED0191-191-100%$7.5K$0-$7.5K2026-11-10
Infrastructure Capital Advisors, LLC
N/A—28,575-28,575-100%$1.1M———
Royal Bank of Canada
N/A—20,755-20,755-100%$816.0K———
Osaic Holdings, Inc.
N/A—1,250-1,250-100%$49.1K———
Morgan Stanley
N/A—3-3-100%$132———
Showing 8 of 8 institutions