SERIES PORTFOLIOS TR ADAPTIV SELECT is a security (CUSIP 81752T536) tracked across SEC portfolio filings. 22 institutional managers reported $163.5M on Form 13F as of 2026-06-30.
Showing 15 of 22 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Client First Investment Management LLC | West Bend, WI | $119.1M | 2,465,652 |
| IronBridge Private Wealth, LLC | Austin, TX | $14.1M | 334,984 |
| Royal Bank of Canada | TORONTO, A6 | $8.3M | 196,330 |
| NAPA WEALTH MANAGEMENT | Napa, CA | $7.4M | 174,917 |
| STEPHENS INC /AR/ | LITTLE ROCK, AR | $3.8M | 79,329 |
| MATHER GROUP, LLC. | CHICAGO, IL | $2.7M | 56,814 |
| Ankerstar Wealth, LLC | LEANDER, TX | $2.1M | 49,899 |
| SHP Wealth Management | PLYMOUTH, MA | $1.0M | 24,649 |
| GTS SECURITIES LLC | NEW YORK, NY | $885K | 20,982 |
| MONEY CONCEPTS CAPITAL CORP | PALM BEACH GARDENS, FL | $697K | 14,421 |
| WEST MICHIGAN ADVISORS, LLC | HOLLAND, MI | $636K | 15,072 |
| Accel Wealth Management | WAVERLY, IA | $492K | 10,174 |
| Davis Investment Partners, LLC | CHARLOTTE, NC | $468K | 11,105 |
| TD Waterhouse Canada Inc. | TORONTO, A6 | $451K | 9,597 |
| SeaCrest Wealth Management, LLC | PURCHASE, NY | $374K | 7,745 |