# SERIES PORTFOLIOS TR ADAPTIV SELECT

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.

## Summary

- Issuer: SERIES PORTFOLIOS TR
- Class: ADAPTIV SELECT
- CUSIP: 81752T536
- 13F holders: 22
- 13F value: $163.5M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 22 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Client First Investment Management LLC](https://search.stillhousedata.com/firm/282600) | West Bend, WI | $119.1M | 2,465,652 |
| [IronBridge Private Wealth, LLC](https://search.stillhousedata.com/firm/287714) | 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/](https://search.stillhousedata.com/firm/3496) | LITTLE ROCK, AR | $3.8M | 79,329 |
| [MATHER GROUP, LLC.](https://search.stillhousedata.com/firm/156005) | CHICAGO, IL | $2.7M | 56,814 |
| [Ankerstar Wealth, LLC](https://search.stillhousedata.com/firm/170819) | LEANDER, TX | $2.1M | 49,899 |
| [SHP Wealth Management](https://search.stillhousedata.com/firm/174697) | PLYMOUTH, MA | $1.0M | 24,649 |
| [GTS SECURITIES LLC](https://search.stillhousedata.com/firm/149224) | NEW YORK, NY | $885K | 20,982 |
| [MONEY CONCEPTS CAPITAL CORP](https://search.stillhousedata.com/firm/12963) | PALM BEACH GARDENS, FL | $697K | 14,421 |
| [WEST MICHIGAN ADVISORS, LLC](https://search.stillhousedata.com/firm/312073) | HOLLAND, MI | $636K | 15,072 |
| [Accel Wealth Management](https://search.stillhousedata.com/firm/286201) | 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 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/81752T536.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.