Among active 13F managers last quarter, 2 opened and 5 added, while none reduced or exited; the largest holder to move was Client First Investment Management LLC (+3.5%).
19 tracked 13F filers disclose a position in ADPV as of the latest SEC 13F filings, a combined $158.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Client First Investment Management LLC | 2.5M | $119.1M | ▲+3.5% Added · +84K sh | Q2 2026 | |
| 2 | IronBridge Private Wealth, LLC | 343K | $16.6M | ▲+2.5% Added · +8K sh | Q2 2026 | |
| 3 | Royal Bank Of Canada | 196K | $8.3M | ▼−7.6% Reduced · −16K sh | Q1 2026 | |
| 4 | Stephens Inc | 79K | $3.8M | ▲+9.1% Added · +7K sh | Q2 2026 | |
| 5 | Mather Group, LLC. | 66K | $2.8M | ▲New +66K sh | Q1 2026 | |
| 6 | Ankerstar Wealth, LLC | 42K | $2.0M | ▼−17% Reduced · −8K sh | Q2 2026 | |
| 7 | SHP Wealth Management | 28K | $1.4M | ▲+14% Added · +4K sh | Q2 2026 | |
| 8 | GTS Securities LLC | 21K | $885K | ▲+77% Added · +9K sh | Q1 2026 | |
| 9 | Money Concepts Capital Corp | 14K | $697K | ▲+70% Added · +6K sh | Q2 2026 | |
| 10 | Davis Investment Partners, LLC | 12K | $591K | ▲+10% Added · +1K sh | Q2 2026 | |
| 11 | Accel Wealth Management | 10K | $492K | ▲+27% Added · +2K sh | Q2 2026 | |
| 12 | TD Waterhouse Canada Inc. | 10K | $451K | —Held | Q2 2026 | |
| 13 | SeaCrest Wealth Management, LLC | 8K | $374K | ▼−0.7% Reduced · −54 sh | Q2 2026 | |
| 14 | Sound View Wealth Advisors Group, LLC | 8K | $364K | ▲+17% Added · +1K sh | Q2 2026 | |
| 15 | Rooted Wealth Advisors, Inc. | 5K | $220K | ▲New +5K sh | Q2 2026 | |
| 16 | J2 Capital Management Inc | 4K | $212K | ▲New +4K sh | Q2 2026 | |
| 17 | IFP Advisors, Inc | 2K | $118K | —Held | Q2 2026 | |
| 18 | Global Retirement Partners, LLC | 694 | $34K | —Held | Q2 2026 | |
| 19 | Morgan Stanley | 1 | $43 | ▲New +1 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in ADPV and 5 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 9 funds | $431.4M |
| Eli Lilly & CoLLY | 9 funds | $140.8M |
| Apple IncAAPL | 8 funds | $694.2M |
| Nvidia CorpNVDA | 8 funds | $595.7M |
| Invesco QQQ Trust Series 1QQQ | 8 funds | $588.8M |
| Amazon.com IncAMZN | 8 funds | $388.1M |
| Alphabet Inc-CL AGOOGL | 8 funds | $315.4M |
| JPMorgan Chase & CoJPM | 8 funds | $228.8M |
| Caterpillar IncCAT | 8 funds | $126.3M |
| ExxonMobil Holdings CorpXOM | 8 funds | $124.9M |
| Micron Technology IncMU | 8 funds | $111.4M |
| Johnson & JohnsonJNJ | 8 funds | $110.7M |
Ranked by how many of ADPV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ADPV.
| Class | 13F holders | Value held |
|---|---|---|
| CLOZUIT EXCHANGE TRADED | 88 funds | $361.4M |
| CLOXTR | 53 funds | $120.6M |
| HEDGExchange Traded Fund | 39 funds | $349.7M |
| ADPVthis pagemc | 19 funds | $158.4M |
| ICAPINFRASTRCTUR CAP | 18 funds | $5.3M |
| BNDSINFRASTRUCTURE C | 17 funds | $9.3M |
| ELMExchange Traded Fund | 12 funds | $195.9M |
| SCAPINFRASTRCTUR CAP | 8 funds | $2.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for ADPV
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ADPV/capital-change-brief"
Use Arkolith's capital_change_brief for ADPV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ADPV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.