ADAPTIV SELECT ETF (ADPV) Institutional Ownership Changes & 13F Activity
ADAPTIV SELECT ETF (ADPV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Client First Investment Management Llc, Gts Securities Llc, West Michigan Advisors, Llc, Mather Group, Llc., and Money Concepts Capital Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Gts Securities Llc | Buy | +24,119 | +115.0% | 45,101 | $2.18M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +5,619 | +2.9% | 201,949 | $9.76M | Q2 2026 | Aug 14, 2026 |
| Ironbridge Private Wealth, Llc | Buy | +8,434 | +2.5% | 343,418 | $16.59M | Q2 2026 | Aug 13, 2026 |
| Ankerstar Wealth, Llc | Sell | -8,394 | -16.8% | 41,505 | $2.01M | Q2 2026 | Aug 13, 2026 |
| Shp Wealth Management | Buy | +3,564 | +14.5% | 28,213 | $1.36M | Q2 2026 | Aug 11, 2026 |
| Sound View Wealth Advisors Group, Llc | Buy | +1,078 | +16.7% | 7,539 | $364.25K | Q2 2026 | Aug 11, 2026 |
| Davis Investment Partners, Llc | Buy | +1,131 | +10.2% | 12,236 | $591.19K | Q2 2026 | Aug 07, 2026 |
| Stephens Inc | Buy | +6,597 | +9.1% | 79,329 | $3.83M | Q2 2026 | Jul 29, 2026 |
| Rooted Wealth Advisors, Inc. | Buy | +4,563 | — | 4,563 | $220.47K | Q2 2026 | Jul 28, 2026 |
| Mather Group, Llc. | Sell | -9,083 | -13.8% | 56,814 | $2.75M | Q2 2026 | Jul 27, 2026 |
| J2 Capital Management Inc | Buy | +4,393 | — | 4,393 | $212.25K | Q2 2026 | Jul 20, 2026 |
| Accel Wealth Management | Buy | +2,166 | +27.0% | 10,174 | $491.57K | Q2 2026 | Jul 10, 2026 |
| Client First Investment Management Llc | Buy | +83,934 | +3.5% | 2,465,652 | $119.13M | Q2 2026 | Jul 09, 2026 |
| Seacrest Wealth Management, Llc | Sell | -54 | -0.7% | 7,745 | $374.20K | Q2 2026 | Jul 09, 2026 |
| Morgan Stanley | Sell | -1 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| West Michigan Advisors, Llc | Sell | -15,072 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| Money Concepts Capital Corp | Sell | -8,474 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 30, 2026 |
| Private Advisor Group, Llc | Sell | -6,534 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 27, 2026 |
| Worth Asset Management, Llc | Sell | -7,109 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 17, 2026 |
Frequently asked questions about ADPV activity
Which institutional owners are buying ADPV?
Institutional owners buying ADPV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ADPV activity?
"Buy" means an investor increased their reported position in ADPV compared to the prior reporting period. This reflects growing exposure to ADAPTIV SELECT ETF (ADPV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ADPV increasing?
Institutional interest in ADPV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.