Who owns AGOX?
Adaptive Alpha Opportunities ETF · Adaptive
49 institutions reported holding AGOX, worth $314.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AGOX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Berman McAleer LLC | Timonium, MD | $77.2M | 2,226,581 | −9,887 shares |
| Ameritas Advisory Services, LLC | Lincoln, NE | $51.9M | 1,496,765 | +541,732 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $33.1M | 954,702 | +36,204 shares |
| Kestra Private Wealth Services, LLC | Austin, TX | $24.2M | 698,812 | −207,936 shares |
| LPL Financial LLC | Fort Mill, SC | $16.7M | 480,786 | +71,102 shares |
| Cetera Investment Advisers | Schaumburg, IL | $14.8M | 427,633 | −10,522 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $13.9M | 401,022 | −34,964 shares |
| UBS Group AG | Zurich, Switzerland | $10.4M | 301,095 | −40,465 shares |
| Stratos Wealth Partners, LTD. | Beachwood, OH | $9.7M | 278,915 | −349 shares |
| Octavia Wealth Advisors, LLC | Cincinnati, OH | $9.4M | 271,431 | +27,010 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns AGOX?
49 institutional managers reported holding AGOX in Form 13F filings for June 30, 2026, worth $314.0M in total. The largest reported position was held by Berman McAleer LLC, at $77.2M.
Did institutions buy or sell AGOX last quarter?
Reported 13F value rose 36.7% from March 31, 2026, which includes price moves as well as buying and selling. 14 firms reported a new position and 8 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is AGOX ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.