Adaptive Hedged Multi-asset
$7.54-0.3%
+$12.1M
Net Activity
+33.57% total shares
Institutions Holding
22
Popularity Rank
#8178
Avg Weight
0.44%
Total Value
$45.9M
22 institutions currently hold AMAX, with 15 net buyers and 11 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
11
Net Buying Institutions
15
Top 5 by Value
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Across its top 20 institutional holders, AMAX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 32/100).
AMAX ranks #8178 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
AMAX is a top-conviction position for Partners Wealth Management, LLC — at 6.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in AMAX belongs to LPL Financial LLC, but the position matters far more to Partners Wealth Management, LLC, who has 6.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
LPL Financial LLC has added to its AMAX position for two straight quarters, increasing it by $5.4M to reach $11.1M today.
Osaic Holdings, Inc. has trimmed its AMAX position for two straight quarters, cutting it by $305.7K while still holding $2.7M.
AMAX is down 0.3% today, but institutions show net buying of $12.1M this quarter — a divergence between today's price move and the underlying institutional flow.
+$12.6M
Total Buy Value
$1.1M
Total Sell Value
15
Net Buyers
11
Net Sellers
AMAX
Q2 2026
Top 5 Institutional Movers
+$4.5M
+$3.1M
+$700.4K
+$691.4K
AMAX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
85521B783
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,806
Total reported value
$1.8T
Held by 5806 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,250
Total reported value
$1.3T
Held by 5250 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,144
Total reported value
$670.7B
Held by 5144 institutions — one of the most-tracked stocks on AlphaSMO
Access AMAX's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/AMAXCLI
npx alphasmo stocks get AMAX