Who Owns ICAP?

Infrastructure Capital Equity Income Fund ETF — Institutional Ownership & 13F Holdings

$28.58

+0.45 (+1.60%)

Market Cap

$73.6M

Shares Outstanding

2,688,330

Institutional Holders

9

Total Inst. Value

$8.3M

% of Float Held

QoQ Holder Change

-2

Institutional data as of Q1 2025

New Positions

3

Closed Positions

8

Increased

1

Decreased

3

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1JONES FINANCIAL COMPANIES LLLPNew$7.0M20,557
2INFRASTRUCTURE CAPITAL ADVISORS, LLC$843K33,705
3OSAIC HOLDINGS, INC.$396K15,836
4ROYAL BANK OF CANADANew$88K3,501
5Steward Partners Investment Advisory, LLC$25K1,000
6SIGNATUREFD, LLC$2K68
7Archer Investment CorpNew$1K54
8AE Wealth Management LLC$612
9WELLS FARGO & COMPANY/MN$311

Biggest Buyers & Sellers This Quarter

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Frequently Asked Questions

How many institutional investors hold ICAP?

As of Q1 2025, 9 institutional investors report holding ICAP (Infrastructure Capital Equity Income Fund ETF) in their 13F filings.

Which hedge fund owns the most ICAP?

The largest institutional holder of ICAP is JONES FINANCIAL COMPANIES LLLP with $7.0M in shares.

Are institutions buying or selling ICAP?

This quarter, 3 institutions opened new positions in ICAP and 8 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.