Who Owns Adaptiv Select ETF (ADPV)?Hedge Fund & Institutional Holders
Institutional Holders
18
as of Q4 2025
Total Institutional Value
$1.0011011953800021e+44T
% of Float Held
—
QoQ Change in Holders
+9 / -1
Price History
ADPV — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| STEPHENS INC /AR/ | New Position | +53K | +$2.3M |
| Ankerstar Wealth, LLC | New Position | +40K | +$1.7M |
| TD Waterhouse Canada Inc. | New Position | +10K | +$410K |
| Worth Asset Management, LLC | New Position | +9K | +$394K |
| Davis Investment Partners, LLC | New Position | +8K | +$341K |
| SeaCrest Wealth Management, LLC | New Position | +7K | +$291K |
| Accel Wealth Management | New Position | +6K | +$274K |
| Sound View Wealth Advisors Group, LLC | New Position | +6K | +$243K |
| Global Retirement Partners, LLC | New Position | +694 | +$0 |
| WEST MICHIGAN ADVISORS, LLC | Increased | +816 | +$-334.5M |
| IronBridge Private Wealth, LLC | Increased | +15K | +$-11.5B |
| Client First Investment Management LLC | Increased | +65K | +$-96.4B |
ADPV — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| ROYAL BANK OF CANADA | Decreased | -8K | -$9.3B |
| NAPA WEALTH MANAGEMENT | Closed Position | -175K | -$7.4B |
| UBS Group AG | Decreased | -445 | -$26.5M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Client First Investment Management LLC | 2,336,850 | $100.1M | 52.51% | Share |
| 2 | IronBridge Private Wealth, LLC | 281,451 | $12.0M | 3.78% | Share |
| 3 | ROYAL BANK OF CANADA | 197,773 | $8.0M | 0.00% | Share |
| 4 | STEPHENS INC /AR/ | 52,717 | $2.3M | 0.03% | Share |
| 5 | IronBridge Private Wealth, LLC | 46,096 | $2.0M | 0.62% | Share |
| 6 | Ankerstar Wealth, LLC | 40,448 | $1.7M | 1.72% | Share |
| 7 | TD Waterhouse Canada Inc. | 9,597 | $410K | 0.00% | Share |
| 8 | Worth Asset Management, LLC | 8,979 | $384K | 0.16% | Share |
| 9 | WEST MICHIGAN ADVISORS, LLC | 8,700 | $372K | 0.09% | Share |
| 10 | Davis Investment Partners, LLC | 7,807 | $341K | 0.12% | Share |
| 11 | SeaCrest Wealth Management, LLC | 6,503 | $291K | 0.03% | Share |
| 12 | Accel Wealth Management | 6,412 | $274K | 0.07% | Share |
| 13 | Sound View Wealth Advisors Group, LLC | 5,686 | $243K | 0.02% | Share |
| 14 | Worth Asset Management, LLC | 256 | $10K | 0.00% | Share |
| 15 | UBS Group AG | 178 | $7K | 0.00% | Share |
| 16 | Global Retirement Partners, LLC | 694 | $0 | 0.00% | Share |
| 17 | ROYAL BANK OF CANADA | 14,668 | $0 | 0.00% | Share |
| 18 | IFP Advisors, Inc | 2,450 | $0 | 0.00% | Share |
ADPV Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 15 | $128.3M | +8 |
| Q3 2025 | 7 | $125.3B | -6 |
| Q2 2025 | 13 | $93.6B | +3 |
| Q1 2025 | 10 | $93.6B | +2 |
| Q4 2024 | 8 | $223.9B | +1 |
| Q3 2024 | 7 | $6.2T | +2 |
| Q2 2024 | 5 | $5.4T | +3 |
| Q1 2024 | 2 | $710.6B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 18 institutional investors hold ADPV (Adaptiv Select ETF). The largest holder is Client First Investment Management LLC with $100.1M in shares. This quarter, 9 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own ADPV?
As of Q4 2025, 18 institutional investors report holding ADPV (Adaptiv Select ETF) in their 13F filings.
Who is the largest institutional holder of ADPV?
The largest institutional holder of ADPV is Client First Investment Management LLC with $100.1M in shares.
Is institutional ownership of ADPV increasing or decreasing?
This quarter, 9 institutions opened new positions in ADPV and 1 closed their positions.