ADAPTIVE HEDGED MULTI-ASSET (AMAX) Institutional Ownership Changes & 13F Activity
ADAPTIVE HEDGED MULTI-ASSET (AMAX). 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 Prosperity Financial Group, Inc., Lpl Financial Llc, Kestra Private Wealth Services, Llc, Wcg Wealth Advisors Llc, and Partners Wealth Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -12,887 | -53.7% | 11,105 | $82.18K | Q2 2026 | Sep 02, 2026 |
| Centaurus Financial, Inc. | Sell | -3,369 | -21.7% | 12,150 | $90.00K | Q2 2026 | Aug 17, 2026 |
| Wcg Wealth Advisors Llc | Buy | +93,436 | — | 93,436 | $691.43K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -17,080 | -28.1% | 43,722 | $323.54K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +7,028 | +1.9% | 368,117 | $2.72M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -750 | -0.6% | 135,386 | $1.00M | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +165 | +1.5% | 11,232 | $83.12K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -1 | -50.0% | 1 | $10.00 | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +54,242 | — | 54,242 | $401.38K | Q2 2026 | Aug 12, 2026 |
| Lasalle St. Investment Advisors, Llc | Sell | -1,581 | -4.0% | 38,065 | $281.68K | Q2 2026 | Aug 11, 2026 |
| Empirical Asset Management, Llc | Buy | +115 | +0.9% | 12,323 | $91.19K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +462,388 | +44.4% | 1,504,729 | $11.13M | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott Llc | Sell | -23,995 | -42.5% | 32,471 | $240.00K | Q2 2026 | Aug 05, 2026 |
| Envestnet Asset Management Inc | Buy | +5,692 | +54.8% | 16,087 | $119.04K | Q2 2026 | Aug 03, 2026 |
| Integrity Alliance, Llc. | Buy | +504 | +1.3% | 38,798 | $287.11K | Q2 2026 | Jul 31, 2026 |
| Prosperity Financial Group, Inc. | Buy | +606,269 | — | 606,269 | $4.49M | Q2 2026 | Jul 28, 2026 |
| Kestra Private Wealth Services, Llc | Buy | +140,794 | +11.5% | 1,360,361 | $10.07M | Q2 2026 | Jul 28, 2026 |
| Atria Investments, Inc | Buy | +165 | +1.5% | 11,232 | $83.12K | Q2 2026 | Jul 28, 2026 |
| Rockport Wealth Llc | Buy | +21,201 | +6.2% | 362,053 | $2.68M | Q2 2026 | Jul 27, 2026 |
| Partners Wealth Management, Llc | Buy | +91,649 | +11.4% | 892,491 | $6.60M | Q2 2026 | Jul 21, 2026 |
| Encompass More Asset Management | Buy | +17,045 | +4.4% | 400,421 | $2.96M | Q2 2026 | Jul 14, 2026 |
| Cetera Investment Advisers | Sell | -32,111 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Foundations Investment Advisors, Llc | Sell | -46,838 | -100.0% | 0 | $0.00 | Q2 2026 | May 11, 2026 |
| Ubs Group Ag | Sell | -37 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
Frequently asked questions about AMAX activity
Which institutional owners are buying AMAX?
Institutional owners buying AMAX 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 AMAX activity?
"Buy" means an investor increased their reported position in AMAX compared to the prior reporting period. This reflects growing exposure to ADAPTIVE HEDGED MULTI-ASSET (AMAX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AMAX increasing?
Institutional interest in AMAX 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.