SERIES PORTFOLIOS TR (ADPV) — institutional ownership

17 funds reported holding SERIES PORTFOLIOS TR in their latest 13F filings, worth $158M in total (CUSIP 81752T536).

Largest holders

  1. Client First Investment Management LLC — $109M
  2. IronBridge Private Wealth, LLC — $16.6M
  3. ROYAL BANK OF CANADA (RY, RBMCF, RYLBF, RYPBF) — $9.76M
  4. NAPA WEALTH MANAGEMENT — $7.43M
  5. STEPHENS INC /AR/ — $3.83M
  6. MATHER GROUP, LLC. — $2.48M
  7. GTS SECURITIES LLC — $2.18M
  8. Ankerstar Wealth, LLC — $2.01M
  9. SHP Wealth Management — $1.36M
  10. MONEY CONCEPTS CAPITAL CORP — $697K

Insider buying and selling at SERIES PORTFOLIOS TR

Who owns the most ADPV stock?

The largest institutional holders in the latest 13F filings are Client First Investment Management LLC ($109M), IronBridge Private Wealth, LLC ($16.6M), ROYAL BANK OF CANADA (RY, RBMCF, RYLBF, RYPBF) ($9.76M).

How many funds own ADPV?

17 funds reported holding it, worth $158M in total.