Institutional Ownership
Series Portfolios Tr
CUSIP 81752T536ADAPTIV SELECTADPVQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
19
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Client First Investment Management LLC | 2.38M | $100.43M |
| 2 | Ironbridge Private Wealth, LLC | 335.0K | $14.13M |
| 3 | Royal Bank Of Canada | 196.3K | $8.28M |
| 4 | Stephens Inc /Ar/ | 72.7K | $3.07M |
| 5 | Mather Group, LLC. | 65.9K | $2.78M |
| 6 | Ankerstar Wealth, LLC | 49.9K | $2.10M |
| 7 | Shp Wealth Management | 24.6K | $1.04M |
| 8 | Gts Securities LLC | 21.0K | $884.8K |
| 9 | West Michigan Advisors, LLC | 15.1K | $635.6K |
| 10 | Davis Investment Partners, LLC | 11.1K | $468.3K |