Institutional Ownership
Series Portfolios Tr
CUSIP 81752T536ADAPTIV SELECTADPVQ1 2026
Institutional Holders
19
13F filers
Shares Held
3.23M
Aggregate institutional
Institutional Value
$136.20M
Q1 2026
Net New Holders
+3
5 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased10
Decreased2
Sold out2
Institutional Holders
19 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Client First Investment Management LLC | 2.38M | $100.43M | +44.9K | Added |
| 2 | Ironbridge Private Wealth, LLC | 335.0K | $14.13M | +7.4K | Added |
| 3 | Royal Bank Of Canada | 196.3K | $8.28M | −16.1K | Reduced |
| 4 | Stephens Inc /Ar/ | 72.7K | $3.07M | +20.0K | Added |
| 5 | Mather Group, LLC. | 65.9K | $2.78M | +65.9K | New |
| 6 | Ankerstar Wealth, LLC | 49.9K | $2.10M | +9.5K | Added |
| 7 | Shp Wealth Management | 24.6K | $1.04M | +9.3K | Added |
| 8 | Gts Securities LLC | 21.0K | $884.8K | +21.0K | New |
| 9 | West Michigan Advisors, LLC | 15.1K | $635.6K | +6.4K | Added |
| 10 | Davis Investment Partners, LLC | 11.1K | $468.3K | +3.3K | Added |
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