INFRACAP EQTY INCOME FUND (ICAP) Institutional Shareholders
INFRACAP EQTY INCOME FUND (ICAP) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $4.75M in ICAP holdings during the latest filing period.
Independent Financial Group, Llc is currently the largest disclosed institutional shareholder of ICAP tracked by InsiderSet, reporting ownership valued at approximately $2.32M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.42M, representing an estimated gain of +4.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed ICAP value among the investors covered in this analysis. Major shareholders include Independent Financial Group, Llc, Envestnet Asset Management Inc, Infrastructure Capital Advisors, Llc, and several other long-term asset managers with concentrated positions in INFRACAP EQTY INCOME FUND (ICAP).
This page ranks the largest institutional ICAP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
18
Total Reported Value
$4.75M
Largest Holder
Independent Financial Group, Llc
Largest Position
$2.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
20
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Independent Financial Group, Llc | 0.04% | 82,697 | $2,321,313 | $2,416,406 | +$95,093 | +4.10% | |
| Envestnet Asset Management Inc | 0.00% | 25,050 | $703,144 | $731,961 | +$28,817 | +4.10% | |
| Infrastructure Capital Advisors, Llc | 0.05% | 20,393 | $536,544 | $595,883 | +$59,339 | +11.06% | |
| Osaic Holdings, Inc. | 0.00% | 16,879 | $444,095 | $493,204 | +$49,109 | +11.06% | |
| Maridea Wealth Management Llc | 0.05% | 14,185 | $373,195 | $414,486 | +$41,291 | +11.06% | |
| Susquehanna International Group, Llp | 0.00% | 8,231 | $216,558 | $240,510 | +$23,952 | +11.06% | |
| International Assets Investment Management, Llc | 0.00% | 1,867 | $52,552 | $54,554 | +$2,002 | +3.81% | |
| Allworth Financial Lp | 0.00% | 1,250 | $32,888 | $36,525 | +$3,637 | +11.06% | |
| Trask Adam Roland | 0.03% | 1,200 | $31,572 | $35,064 | +$3,492 | +11.06% | |
| Newedge Advisors, Llc | 0.00% | 18,075 | $18,075 | $528,152 | +$510,077 | +2822.00% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 600 | $15,786 | $17,532 | +$1,746 | +11.06% | |
| Highline Wealth Partners Llc | 0.00% | 100 | $2,807 | $2,922 | +$115 | +4.10% | |
| Signaturefd, Llc | 0.00% | 77 | $2,152 | $2,250 | +$98 | +4.55% | |
| Archer Investment Corp | 0.00% | 62 | $1,728 | $1,812 | +$84 | +4.84% | |
| Janney Montgomery Scott Llc | 0.00% | 33,878 | $891 | $989,915 | +$989,024 | +111001.59% | |
| Morgan Stanley | 0.00% | 5 | $146 | $146 | +$0 | +0.07% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $28 | $29 | +$1 | +4.36% | |
| Cwm, Llc | 0.00% | 1 | $23 | $29 | +$6 | +27.04% |
Frequently asked questions about ICAP
Who owns the most ICAP stock?
The largest holders of ICAP are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INFRACAP EQTY INCOME FUND (ICAP).
Is ICAP widely held by superinvestors?
Many widely followed stocks like ICAP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ICAP is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.