22 institutions reported holding $161.2M of ADAPTIV SELECT ETF (ADPV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Client First Investment Management LLC ($119.1M), IronBridge Private Wealth, LLC ($16.6M), Royal Bank of Canada ($9.8M), STEPHENS INC /AR/ ($3.8M), MATHER GROUP, LLC. ($2.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Client First Investment Management LLC | $119.1M | 2.5M | Added |
| 2 | IronBridge Private Wealth, LLC | $16.6M | 343,418 | Added |
| 3 | Royal Bank of Canada | $9.8M | 201,949 | Added |
| 4 | STEPHENS INC /AR/ | $3.8M | 79,329 | Added |
| 5 | MATHER GROUP, LLC. | $2.7M | 56,814 | Trimmed |
| 6 | GTS SECURITIES LLC | $2.2M | 45,101 | Added |
| 7 | Ankerstar Wealth, LLC | $2.0M | 41,505 | Trimmed |
| 8 | SHP Wealth Management | $1.4M | 28,213 | Added |
| 9 | MONEY CONCEPTS CAPITAL CORP | $696,761 | 14,421 | Added |
| 10 | Davis Investment Partners, LLC | $591,191 | 12,236 | Added |
| 11 | Accel Wealth Management | $491,572 | 10,174 | Added |
| 12 | TD Waterhouse Canada Inc. | $451,251 | 9,597 | Hold |
| 13 | SeaCrest Wealth Management, LLC | $374,205 | 7,745 | Trimmed |
| 14 | Sound View Wealth Advisors Group, LLC | $364,252 | 7,539 | Added |
| 15 | Rooted Wealth Advisors, Inc. | $220,465 | 4,563 | New |
| 16 | J2 Capital Management Inc | $212,251 | 4,393 | New |
| 17 | IFP Advisors, Inc | $118,373 | 2,450 | Hold |
| 18 | Global Retirement Partners, LLC | $33,511 | 694 | Hold |
| 19 | Private Advisor Group, LLC | $0 | 0 | Exited |
| 20 | WEST MICHIGAN ADVISORS, LLC | $0 | 0 | Exited |
| 21 | Worth Asset Management, LLC | $0 | 0 | Exited |
| 22 | MORGAN STANLEY | $0 | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30