ADAPTIVE ALPHA OPPORTUNITIES (AGOX) Institutional Ownership Changes & 13F Activity

ADAPTIVE ALPHA OPPORTUNITIES (AGOX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameritas Advisory Services, Llc, Lpl Financial Llc, Newedge Advisors, Llc, Susquehanna International Group, Llp, and Ubs Group Ag.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+6,4966,496$225.14KQ2 2026Sep 09, 2026
Centaurus Financial, Inc.Sell-600-5.4%10,507$364.00KQ2 2026Aug 17, 2026
Ameritas Advisory Services, LlcBuy+541,732+56.7%1,496,765$51.88MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+58,73558,735$2.04MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+36,204+3.9%954,702$33.09MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+34,587+18.7%219,294$7.60MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+8,9118,911$308.86KQ2 2026Aug 14, 2026
Two Sigma Securities, LlcBuy+8,2648,264$286.43KQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+6,1076,107$211.67KQ2 2026Aug 14, 2026
Heritage Wealth AdvisorsBuy+3,2163,216$111.47KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-300-0.5%58,256$2.02MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+114114$3.95KQ2 2026Aug 14, 2026
Ubs Group AgSell-40,465-11.8%301,095$10.44MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+127+3.7%3,582$124.15KQ2 2026Aug 13, 2026
Morgan StanleyBuy+27+2.6%1,063$36.86KQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+59,08159,081$2.05MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+21,21221,212$735.42KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-10,522-2.4%427,633$14.82MQ2 2026Aug 12, 2026
Summit Financial, LlcBuy+7,1887,188$249.14KQ2 2026Aug 12, 2026
Thoroughbred Financial Services, LlcBuy+8,1578,157$282.00KQ2 2026Aug 11, 2026
Goldstone Financial Group, LlcSell-1,636-5.3%29,492$1.02MQ2 2026Aug 11, 2026
Stratos Wealth Partners, Ltd.Sell-349-0.1%278,915$9.67MQ2 2026Aug 11, 2026
Empirical Asset Management, LlcBuy+378+0.8%45,419$1.57MQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+71,102+17.4%480,786$16.66MQ2 2026Aug 07, 2026
Blackrock, Inc.Buy+807807$27.97KQ2 2026Aug 07, 2026
Prime Capital Investment Advisors, LlcSell-8,074-26.1%22,832$791.34KQ2 2026Aug 05, 2026
Principal Securities, Inc.Sell-854-10.2%7,551$261.72KQ2 2026Aug 04, 2026
Envestnet Asset Management IncSell-34,964-8.0%401,022$13.90MQ2 2026Aug 03, 2026
Integrity Alliance, Llc.Buy+650+1.1%60,735$2.11MQ2 2026Jul 31, 2026
Commonwealth Equity Services, LlcSell-24,382-12.3%174,161$6.04MQ2 2026Jul 29, 2026
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Frequently asked questions about AGOX activity

  • Which institutional owners are buying AGOX?

    Institutional owners buying AGOX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in AGOX activity?

    "Buy" means an investor increased their reported position in AGOX compared to the prior reporting period. This reflects growing exposure to ADAPTIVE ALPHA OPPORTUNITIES (AGOX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in AGOX increasing?

    Institutional interest in AGOX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.