Who Owns AGOX?
Adaptive ETFs - Adaptive Alpha Opportunities ETF — Institutional Ownership & 13F Holdings
$32.05
+0.48 (+1.51%)
Market Cap
$341.4M
Shares Outstanding
9,418,048
Institutional Holders
49
Total Inst. Value
$151.4M
% of Float Held
—
QoQ Holder Change
+19
Institutional data as of Q1 2025
New Positions
10
Closed Positions
6
Increased
13
Decreased
17
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Ameritas Advisory Services, LLC | $33.8M | 1,377,428 |
| 2 | KESTRA PRIVATE WEALTH SERVICES, LLC | $23.1M | 944,849 |
| 3 | Octavia Wealth Advisors, LLC | $20.6M | 842,169 |
| 4 | Cetera Investment Advisers | $11.1M | 453,969 |
| 5 | UBS Group AG | $9.0M | 367,308 |
| 6 | ROYAL BANK OF CANADA | $9.0M | 367,039 |
| 7 | WealthPLAN Partners, LLC | $7.6M | 309,334 |
| 8 | Encompass More Asset ManagementNew | $6.9M | 280,257 |
| 9 | WealthPlan Investment Management, LLC | $6.1M | 247,815 |
| 10 | OSAIC HOLDINGS, INC. | $5.7M | 232,808 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Octavia Wealth Advisors, LLC | +34K | $20.6M |
| Cetera Investment Advisers | +11K | $11.1M |
| ROYAL BANK OF CANADA | +10K | $9.0M |
| WealthPLAN Partners, LLC | +11K | $7.6M |
| Encompass More Asset ManagementNew | +280K | $6.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Kestra Advisory Services, LLC | -1.2M | $18K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -258K | $23.1M |
| Ameritas Advisory Services, LLC | -63K | $33.8M |
| Stratos Wealth Partners, LTD. | -37K | $7K |
| Newbridge Financial Services Group, Inc. | -27K | $379K |
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Frequently Asked Questions
How many institutional investors hold AGOX?
As of Q1 2025, 49 institutional investors report holding AGOX (Adaptive ETFs - Adaptive Alpha Opportunities ETF) in their 13F filings.
Which hedge fund owns the most AGOX?
The largest institutional holder of AGOX is Ameritas Advisory Services, LLC with $33.8M in shares.
Are institutions buying or selling AGOX?
This quarter, 10 institutions opened new positions in AGOX and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.