ADAPTIV SELECT ETF (ADPV) Institutional Ownership and Insiders Activity
ADAPTIV SELECT ETF (ADPV) is widely held by institutional investors, with 16 firms reporting positions valued at approximately $160.43M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Client First Investment Management Llc is the largest disclosed holder, reporting approximately $119.13M 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
16
Total Reported Value
$160.43M
Largest Holder
Client First Investment Management Llc
Largest Position
$119.13M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
2
Funds Exiting Positions
5
Top Institutional Owners
View allInvestorReported Balance
- Client First Investment Management Llc$119.13M
- Ironbridge Private Wealth, Llc$16.59M
- Royal Bank Of Canada$9.76M
- Stephens Inc$3.83M
- Mather Group, Llc.$2.75M