AMAX

Adaptive Hedged Multi-asset

+$1.9M

Net Activity

Institutions Holding

21

Popularity Rank

#8096

Avg Weight

0.36%

Total Value

$35.7M

Ownership Trend

21 institutions currently hold AMAX, with 11 net buyers and 10 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

10

Net Buying Institutions

11

Key Holders

Key Holders

Top 5 by Value

KP
Kestra Private Wealth Services, LLC
$9.4M
LF
LPL Financial LLC
$8.0M
PW
Partners Wealth Management, LLC
$6.2M
EM
Encompass More Asset Management
$2.9M
OH
Osaic Holdings, INC.
$2.8M

Top 5 by Conviction

PW
Partners Wealth Management, LLC
6.34%
EM
Encompass More Asset Management
0.49%
RW
Rockport Wealth LLC
0.48%
KP
Kestra Private Wealth Services, LLC
0.12%
LS
LaSalle St. Investment Advisors, LLC
0.04%
View all 21 holding institutions

Quarterly Activity

Recent Activity

+$25.1M

Total Buy Value

$14.1M

Total Sell Value

New buy3
Trim8
Add8
Sold out2

11

Net Buyers

10

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 HEDGED MULTI-ASSET (AMAX)?
Major stakeholders currently include Kestra Private Wealth Services, LLC ($9.4M), LPL Financial LLC ($8.0M), Partners Wealth Management, LLC ($6.2M). Based on the latest 13F filings, there are a total of 21 tracked investment funds and institutions maintaining positions in AMAX.
What is the overall institutional sentiment toward AMAX recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $1.9M, driven by 11 managers accumulating shares while 10 reduced their exposure.
Which institutions have been selling or reducing their AMAX positions?
In the latest period, 8 funds trimmed their holdings, and 2 managers completely exited their positions. The aggregate reported sell value was $14.1M.
Are there any notable investors adding AMAX to their portfolios?
Yes, buying activity remains notable. 3 institutions opened new positions in {ticker}, and 8 existing holders added to their shares. The total reported buy value for the quarter amounted to $25.1M.

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