21 institutions reported holding $136.2M of SERIES PORTFOLIOS TR (ADPV) in SEC 13F filings for 2026-03-31. Largest institutional holders: Client First Investment Management LLC ($100.4M), IronBridge Private Wealth, LLC ($14.1M), Royal Bank of Canada ($8.3M), STEPHENS INC /AR/ ($3.1M), MATHER GROUP, LLC. ($2.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Client First Investment Management LLC | $100.4M | 2.4M | Added |
| 2 | IronBridge Private Wealth, LLC | $14.1M | 334,984 | Added |
| 3 | Royal Bank of Canada | $8.3M | 196,330 | Trimmed |
| 4 | STEPHENS INC /AR/ | $3.1M | 72,732 | Added |
| 5 | MATHER GROUP, LLC. | $2.8M | 65,897 | New |
| 6 | Ankerstar Wealth, LLC | $2.1M | 49,899 | Added |
| 7 | SHP Wealth Management | $1.0M | 24,649 | Added |
| 8 | GTS SECURITIES LLC | $884,769 | 20,982 | New |
| 9 | WEST MICHIGAN ADVISORS, LLC | $635,562 | 15,072 | Added |
| 10 | Davis Investment Partners, LLC | $468,275 | 11,105 | Added |
| 11 | TD Waterhouse Canada Inc. | $411,231 | 9,597 | Hold |
| 12 | MONEY CONCEPTS CAPITAL CORP | $357,331 | 8,474 | New |
| 13 | Accel Wealth Management | $337,673 | 8,008 | Added |
| 14 | SeaCrest Wealth Management, LLC | $328,867 | 7,799 | Added |
| 15 | Worth Asset Management, LLC | $299,772 | 7,109 | Trimmed |
| 16 | Private Advisor Group, LLC | $275,525 | 6,534 | New |
| 17 | Sound View Wealth Advisors Group, LLC | $272,447 | 6,461 | Added |
| 18 | IFP Advisors, Inc | $103,311 | 2,450 | Hold |
| 19 | MORGAN STANLEY | $43 | 1 | New |
| 20 | Ancora Advisors LLC | $0 | 0 | Exited |
| 21 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31