DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
ADPV
SERIES PORTFOLIOS TR
22 institutions still hold SERIES PORTFOLIOS TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 81752T536·22 13F holders·last filed Mar 31, 2026
AI Holders Summary · Q1 2026
22 institutions reported ADPV in Q1 2026. Client First Investment Management LLC leads at 69.9% of the visible book. -34 net institutions QoQ — distribution reading.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.
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