ADPV SERIES PORTFOLIOS TR: institutional ownership and insider trading
17 funds reported holding $158M of SERIES PORTFOLIOS TR in their latest 13F filings; in Q2 2026 funds net bought $5.09M, with 2 new positions and 4 funds selling out.
Largest institutional holders of ADPV
- Client First Investment Management LLC — $109M
- IronBridge Private Wealth, LLC — $16.6M
- ROYAL BANK OF CANADA (RY, RBMCF, RYLBF, RYPBF) — $9.76M
- NAPA WEALTH MANAGEMENT — $7.43M
- STEPHENS INC /AR/ — $3.83M
- MATHER GROUP, LLC. — $2.48M
- GTS SECURITIES LLC — $2.18M
- Ankerstar Wealth, LLC — $2.01M
- SHP Wealth Management — $1.36M
- MONEY CONCEPTS CAPITAL CORP — $697K