ADAPTIV SELECT ETF (ADPV) Institutional Ownership and Insiders Activity
ADAPTIV SELECT ETF (ADPV) is widely held by institutional investors, with 15 firms reporting positions valued at approximately $148.76M based on SEC Form 13F filings for the quarter ended September 30, 2026.
Client First Investment Management Llc is the largest disclosed holder, reporting approximately $109.44M in ADPV holdings in its latest filing.
Institutional ownership remains highly concentrated, with Client First Investment Management Llc representing the majority of disclosed value.
Institutional Holders
15
Total Reported Value
$148.76M
Largest Holder
Client First Investment Management Llc
Largest Position
$109.44M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
2
Funds Exiting Positions
5
Top Institutional Owners
View allInvestorReported Balance
- Client First Investment Management Llc$109.44M
- Ironbridge Private Wealth, Llc$16.59M
- Royal Bank Of Canada$9.76M
- Stephens Inc$3.83M
- Mather Group, Llc.$2.48M