ADAPTIVE ALPHA OPPORTUNITIES (AGOX) Institutional Ownership and Insiders Activity
ADAPTIVE ALPHA OPPORTUNITIES (AGOX) is widely held by institutional investors, with 46 firms reporting positions valued at approximately $328.21M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Berman Mcaleer Llc is the largest disclosed holder, reporting approximately $74.86M in AGOX holdings in its latest filing.
Institutional Holders
46
Total Reported Value
$328.21M
Largest Holder
Berman Mcaleer Llc
Largest Position
$74.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
14
Funds Exiting Positions
8
Top Institutional Owners
View allInvestorReported Balance
- Berman Mcaleer Llc$74.86M
- Ameritas Advisory Services, Llc$51.88M
- Royal Bank Of Canada$33.09M
- Partners Wealth Management, Llc$31.92M
- Kestra Private Wealth Services, Llc$23.17M
AGOX News
All news- Berman Mcaleer Llc Q2 2026 Portfolio Activity: Significant Purchases Observed
Jul 18, 2026 · valut.ai