Who owns ADPV?
Adaptiv Select ETF
18 institutions reported holding ADPV, worth $161.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ADPV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Client First Investment Management LLC | West Bend, WI | $119.1M | 2,465,652 | +83,934 shares |
| IronBridge Private Wealth, LLC | Austin, TX | $16.6M | 343,418 | +8,434 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $9.8M | 201,949 | +5,619 shares |
| Stephens Inc. | Little Rock, AR | $3.8M | 79,329 | +6,597 shares |
| Mather Group, LLC. | Chicago, IL | $2.7M | 56,814 | −9,083 shares |
| GTS Securities LLC | New York, NY | $2.2M | 45,101 | +24,119 shares |
| Ankerstar Wealth, LLC | Leander, TX | $2.0M | 41,505 | −8,394 shares |
| SHP Wealth Management | Plymouth, MA | $1.4M | 28,213 | +3,564 shares |
| Money Concepts Capital Corp. | Palm Beach Gardens, FL | $697K | 14,421 | +5,947 shares |
| Davis Investment Partners, LLC | Charlotte, NC | $591K | 12,236 | +1,131 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns ADPV?
18 institutional managers reported holding ADPV in Form 13F filings for June 30, 2026, worth $161.2M in total. The largest reported position was held by Client First Investment Management LLC, at $119.1M.
Did institutions buy or sell ADPV last quarter?
Reported 13F value rose 18.3% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ADPV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.