Who owns AMAX?
Adaptive Hedged Multi-Asset Income ETF · Adaptive
22 institutions reported holding AMAX, worth $45.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AMAX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $11.1M | 1,504,729 | +462,388 shares |
| Kestra Private Wealth Services, LLC | Austin, TX | $10.1M | 1,360,361 | +140,794 shares |
| Partners Wealth Management, LLC | Carmel By The Sea, CA | $6.6M | 892,491 | +91,649 shares |
| Prosperity Financial Group, Inc. | San Ramon, CA | $4.5M | 606,269 | New position |
| Encompass More Asset Management | Danville, CA | $3.0M | 400,421 | +17,045 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $2.7M | 368,117 | +7,028 shares |
| Rockport Wealth LLC | Fairview Park, OH | $2.7M | 362,053 | +21,201 shares |
| FIG Financial Advisory Services Inc. | Oklahoma City, OK | $1.5M | 196,418 | New position |
| Raymond James Financial Inc. | St. Petersburg, FL | $1.0M | 135,386 | −750 shares |
| WCG Wealth Advisors LLC | Las Vegas, NV | $691K | 93,436 | New position |
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 AMAX?
22 institutional managers reported holding AMAX in Form 13F filings for June 30, 2026, worth $45.9M in total. The largest reported position was held by LPL Financial LLC, at $11.1M.
Did institutions buy or sell AMAX last quarter?
Reported 13F value rose 28.7% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 3 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 AMAX 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.