CUSIP 81752T536ADAPTIV SELECTADPVQ4 2025
Aggregate 13F value by quarter
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16 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Client First Investment Management LLC | 2.34M | $100.11M | +64.5K | Added |
| 2 | Ironbridge Private Wealth, LLC | 327.5K | $13.91M | 0 | Held |
| 3 | Royal Bank Of Canada | 212.4K | $9.10M | −7.9K | Reduced |
| 4 | Stephens Inc /Ar/ | 52.7K | $2.26M |
| +3.0K |
| Added |
| 5 | Ankerstar Wealth, LLC | 40.4K | $1.73M | +40.4K | New Position |
| 6 | Td Waterhouse Canada Inc. | 9.6K | $410.9K | −42 | Reduced |
| 7 | Worth Asset Management, LLC | 9.2K | $395.6K | −2.0K | Reduced |
| 8 | West Michigan Advisors, LLC | 8.7K | $372.7K | +816 | Added |
| 9 | Davis Investment Partners, LLC | 7.8K | $341.4K | +7.8K | New |
| 10 | Seacrest Wealth Management, LLC | 6.5K | $291.3K | +6.5K | New |
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