Who Owns AMAX?
Adaptive Hedged Multi-Asset Income ETF — Institutional Ownership & 13F Holdings
$8.04
+0.01 (+0.06%)
Market Cap
$23.3M
Shares Outstanding
2,887,832
Institutional Holders
17
Total Inst. Value
$17.2M
% of Float Held
—
QoQ Holder Change
+6
Institutional data as of Q1 2025
New Positions
4
Closed Positions
3
Increased
8
Decreased
4
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | KESTRA PRIVATE WEALTH SERVICES, LLC | $7.0M | 940,806 |
| 2 | Encompass More Asset ManagementNew | $3.8M | 510,106 |
| 3 | PARTNERS WEALTH MANAGEMENT, LLC | $2.3M | 306,801 |
| 4 | Rockport Wealth LLC | $2.1M | 284,863 |
| 5 | Cetera Investment Advisers | $521K | 70,348 |
| 6 | JANE STREET GROUP, LLC | $428K | 57,753 |
| 7 | CENTAURUS FINANCIAL, INC. | $186K | 25,183 |
| 8 | NewEdge Advisors, LLC | $177K | 23,876 |
| 9 | Empirical Asset Management, LLCNew | $136K | 18,344 |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $130K | 17,518 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| KESTRA PRIVATE WEALTH SERVICES, LLC | +28K | $7.0M |
| Encompass More Asset ManagementNew | +510K | $3.8M |
| PARTNERS WEALTH MANAGEMENT, LLC | +18K | $2.3M |
| JANE STREET GROUP, LLC | +36K | $428K |
| Empirical Asset Management, LLCNew | +18K | $136K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Rockport Wealth LLC | -143K | $2.1M |
| AE Wealth Management LLC | -31K | $80K |
| Cetera Investment Advisers | -20K | $521K |
| NewEdge Advisors, LLC | -3K | $177K |
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Frequently Asked Questions
How many institutional investors hold AMAX?
As of Q1 2025, 17 institutional investors report holding AMAX (Adaptive Hedged Multi-Asset Income ETF) in their 13F filings.
Which hedge fund owns the most AMAX?
The largest institutional holder of AMAX is KESTRA PRIVATE WEALTH SERVICES, LLC with $7.0M in shares.
Are institutions buying or selling AMAX?
This quarter, 4 institutions opened new positions in AMAX and 3 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.