ADPV · Insider trading · 13F holders · Congress trades
Series Portfolios Tr (ADPV)
Who is buying and selling ADPV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 3
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
ADPV at a glance
- No open-market insider purchases or sales of ADPV were filed in the last 90 days.
- 3 13F filers hold ADPV among their 50 largest positions, worth $128.0M combined. The biggest bets by portfolio weight are Client First Investment Management LLC (52.1%), IronBridge Private Wealth, LLC (5.5%) and Ankerstar Wealth, LLC (1.7%).
- No member of Congress has disclosed a trade in ADPV.
ADPV insider trading
No open-market insider purchases or sales of ADPV were filed in the last 90 days.
Who owns ADPV? Hedge funds and superinvestors
3 13F filers hold ADPV among their 50 largest positions, worth $128.0M combined. The biggest bets by portfolio weight are Client First Investment Management LLC (52.1%), IronBridge Private Wealth, LLC (5.5%) and Ankerstar Wealth, LLC (1.7%).
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Client First Investment Management LLCMutual fund manager | 52.1% | $109.4M | 2,531,357 | +2.7% shares | Q3 2026 |
| IronBridge Private Wealth, LLCWealth manager | 5.5% | $16.6M | 343,418 | +2.5% shares | Q2 2026 |
| Ankerstar Wealth, LLCWealth manager | 1.7% | $2.0M | 41,505 | -16.8% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 1, Q2 2026: 2). Screen ADPV in the grand portfolio →
ADPV stock trades by members of Congress
No member of Congress has disclosed a trade in ADPV.
ADPV questions and answers
Are insiders buying ADPV stock?
No open-market insider purchases or sales of ADPV were filed in the last 90 days.
Which hedge funds own ADPV?
3 13F filers hold ADPV among their 50 largest positions, worth $128.0M combined. The biggest bets by portfolio weight are Client First Investment Management LLC (52.1%), IronBridge Private Wealth, LLC (5.5%) and Ankerstar Wealth, LLC (1.7%).
Has Congress traded ADPV?
No member of Congress has disclosed a trade in ADPV.
Who is the largest holder of ADPV?
Among 13F filers, Client First Investment Management LLC reports the largest ADPV position, $109.4M (2,531,357 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Client First Investment Management LLC's: 52.1% of its portfolio.
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