AGOX

Adaptive Alpha Opportunities

-$50.8M

Net Activity

Institutions Holding

43

Popularity Rank

#6368

Avg Weight

0.44%

Total Value

$229.7M

Ownership Trend

43 institutions currently hold AGOX, with 14 net buyers and 30 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

30

Net Buying Institutions

14

Key Holders

Key Holders

Top 5 by Value

BM
Berman McAleer LLC
$59.5M
AA
Ameritas Advisory Services, LLC
$25.4M
RB
Royal Bank Of Canada
$24.5M
KP
Kestra Private Wealth Services, LLC
$24.1M
CI
Cetera Investment Advisers
$11.7M

Top 5 by Conviction

BM
Berman McAleer LLC
8.12%
PW
Partners Wealth Management, LLC
5.82%
PF
Prosperity Financial Group, Inc.
1.14%
AA
Ameritas Advisory Services, LLC
0.99%
WP
WealthPLAN Partners, LLC
0.69%
View all 43 holding institutions

Quarterly Activity

Recent Activity

+$102.5M

Total Buy Value

$178.5M

Total Sell Value

New buy5
Trim21
Add9
Sold out9

14

Net Buyers

30

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ADAPTIVE ALPHA OPPORTUNITIES (AGOX)?
Major stakeholders currently include Berman McAleer LLC ($59.5M), Ameritas Advisory Services, LLC ($25.4M), Royal Bank Of Canada ($24.5M). Based on the latest 13F filings, there are a total of 43 tracked investment funds and institutions maintaining positions in AGOX.
What is the overall institutional sentiment toward AGOX recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $50.8M, driven by 14 managers accumulating shares while 30 reduced their exposure.
Which institutions have been selling or reducing their AGOX positions?
In the latest period, 21 funds trimmed their holdings, and 9 managers completely exited their positions. The aggregate reported sell value was $178.5M.
Are there any notable investors adding AGOX to their portfolios?
Yes, buying activity remains notable. 5 institutions opened new positions in {ticker}, and 9 existing holders added to their shares. The total reported buy value for the quarter amounted to $102.5M.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

6,150

Total reported value

$2.1T

3245 13F institutions increased their position this quarter

View detail
AMZN

Amazon.com INC

Institutions Holding

5,957

Total reported value

$1.5T

3028 13F institutions increased their position this quarter

View detail
NVDA

Nvidia CORP

Institutions Holding

5,764

Total reported value

$3.0T

2743 13F institutions increased their position this quarter

View detail