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Infrastructure Capital Equit (ICAP)

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
Shares84,272 from 82,697
Change+1,575 (+2%)
Value$2.3M (-$11.4K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
NEW
Shares8,190
Change+8,190
Value$223.8K
Filed 2026-10-13
Allworth Financial LP
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$75.8K ($0)
Filed 2026-11-06
Foresight Capital Management Advisors, Inc.
NEW
Shares140
Change+140
Value$3.8K
Filed 2026-10-27
Highline Wealth Partners LLC
INCREASED
Shares102 from 100
Change+2 (+2%)
Value$2.8K (-$11)
Filed 2026-10-19
Signaturefd, LLC
INCREASED
Shares79 from 77
Change+2 (+3%)
Value$2.2K (+$6)
Filed 2026-10-23
Archer Investment Corp
INCREASED
Shares63 from 62
Change+1 (+2%)
Value$1.7K (+$5)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,867
Change-1,867 (-100%)
Value$0 (-$52.6K)
Filed 2026-11-02
Janney Montgomery Scott LLC
N/A
Shares— from 39,303
Change-39,303 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 25,050
Change-25,050 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 22,341
Change-22,341 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 21,105
Change-21,105 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 20,486
Change-20,486 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 16,694
Change-16,694 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 16,550
Change-16,550 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 7,609
Change-7,609 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,185
Change-7,185 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 89
Change-89 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 67
Change-67 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Independent Financial Group, LLC
INCREASED84,27282,697+1,575+2%$2.3M$2.3M-$11.4K2026-10-13
Wealth Enhancement Advisory Services, LLC
NEW8,190—+8,190——$223.8K—2026-10-13
Allworth Financial LP
UNCHANGED2,7002,70000%$75.8K$75.8K$02026-11-06
Foresight Capital Management Advisors, Inc.
NEW140—+140——$3.8K—2026-10-27
Highline Wealth Partners LLC
INCREASED102100+2+2%$2.8K$2.8K-$112026-10-19
Signaturefd, LLC
INCREASED7977+2+3%$2.2K$2.2K+$62026-10-23
Archer Investment Corp
INCREASED6362+1+2%$1.7K$1.7K+$52026-11-05
International Assets Investment Management, LLC
CLOSED01,867-1,867-100%$52.6K$0-$52.6K2026-11-02
Janney Montgomery Scott LLC
N/A—39,303-39,303-100%$1.1M———
Envestnet Asset Management Inc
N/A—25,050-25,050-100%$703.1K———
MML Investors Services, LLC
N/A—22,341-22,341-100%$627.1K———
Osaic Holdings, Inc.
N/A—21,105-21,105-100%$592.5K———
Infrastructure Capital Advisors, LLC
N/A—20,486-20,486-100%$584.2K———
Maridea Wealth Management LLC
N/A—16,694-16,694-100%$468.6K———
NewEdge Advisors, LLC
N/A—16,550-16,550-100%$464.6K———
Old Mission Capital LLC
N/A—7,609-7,609-100%$213.6K———
Morgan Stanley
N/A—7,185-7,185-100%$201.7K———
Burnham & Co LLC
N/A—1,200-1,200-100%$33.7K———
Steward Partners Investment Advisory, LLC
N/A—600-600-100%$16.8K———
Royal Bank of Canada
N/A—89-89-100%$2.0K———
BFC Planning, Inc.
N/A—67-67-100%$1.9K———
Wells Fargo & Company
N/A—2-2-100%$45———
Showing 22 of 22 institutions