AGOX Institutional Ownership & Shareholders
ADAPTIVE ALPHA OPPORTUNITIES (AGOX) is currently held by 46 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $328.21M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Berman Mcaleer Llc is currently the largest disclosed institutional shareholder of AGOX tracked by InsiderSet, reporting ownership valued at approximately $74.86M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $74.05M, representing an estimated loss of -1.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed AGOX value among the investors covered in this analysis. Major shareholders include Berman Mcaleer Llc, Ameritas Advisory Services, Llc, Royal Bank Of Canada, and several other long-term asset managers with concentrated positions in ADAPTIVE ALPHA OPPORTUNITIES (AGOX).
This page ranks the largest institutional AGOX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
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
60
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Berman Mcaleer Llc | 8.69% | 2,243,868 | $74,862,625 | $74,047,644 | -$814,981 | -1.09% | |
| Ameritas Advisory Services, Llc | 1.05% | 1,496,765 | $51,877,858 | $49,393,245 | -$2,484,613 | -4.79% | |
| Royal Bank Of Canada | 0.01% | 954,702 | $33,090,000 | $31,505,166 | -$1,584,834 | -4.79% | |
| Partners Wealth Management, Llc | 3.32% | 956,775 | $31,921,068 | $31,573,575 | -$347,493 | -1.09% | |
| Kestra Private Wealth Services, Llc | 0.25% | 694,425 | $23,168,230 | $22,916,025 | -$252,205 | -1.09% | |
| Lpl Financial Llc | 0.00% | 480,786 | $16,664,052 | $15,865,938 | -$798,114 | -4.79% | |
| Cetera Investment Advisers | 0.01% | 427,633 | $14,821,754 | $14,111,889 | -$709,865 | -4.79% | |
| Envestnet Asset Management Inc | 0.00% | 401,022 | $13,899,409 | $13,233,726 | -$665,683 | -4.79% | |
| Ubs Group Ag | 0.00% | 301,095 | $10,435,953 | $9,936,135 | -$499,818 | -4.79% | |
| Stratos Wealth Partners, Ltd. | 0.10% | 278,915 | $9,667,195 | $9,204,195 | -$463,000 | -4.79% | |
| Octavia Wealth Advisors, Llc | 0.81% | 271,431 | $9,407,796 | $8,957,223 | -$450,573 | -4.79% | |
| Osaic Holdings, Inc. | 0.01% | 219,294 | $7,600,758 | $7,236,702 | -$364,056 | -4.79% | |
| Commonwealth Equity Services, Llc | 0.01% | 177,484 | $5,921,440 | $5,856,972 | -$64,468 | -1.09% | |
| Wealthplan Investment Management, Llc | 0.19% | 117,551 | $3,921,880 | $3,879,183 | -$42,697 | -1.09% | |
| Newedge Advisors, Llc | 0.01% | 59,081 | $2,047,723 | $1,949,673 | -$98,050 | -4.79% | |
| Susquehanna International Group, Llp | 0.00% | 58,735 | $2,035,755 | $1,938,255 | -$97,500 | -4.79% | |
| Wealthplan Partners, Llc | 0.37% | 60,900 | $2,031,806 | $2,009,700 | -$22,106 | -1.09% | |
| Integrity Alliance, Llc. | 0.06% | 60,610 | $2,022,155 | $2,000,130 | -$22,025 | -1.09% | |
| Raymond James Financial Inc | 0.00% | 58,256 | $2,019,153 | $1,922,448 | -$96,705 | -4.79% | |
| Firethorn Wealth Partners, Llc | 0.56% | 52,941 | $1,766,291 | $1,747,053 | -$19,238 | -1.09% | |
| Empirical Asset Management, Llc | 0.35% | 45,419 | $1,574,215 | $1,498,827 | -$75,388 | -4.79% | |
| Goldstone Financial Group, Llc | 0.09% | 29,492 | $1,022,193 | $973,236 | -$48,957 | -4.79% | |
| Avior Wealth Management, Llc | 0.02% | 25,801 | $860,811 | $851,433 | -$9,378 | -1.09% | |
| Jpmorgan Chase & Co | 0.00% | 21,212 | $735,422 | $699,996 | -$35,426 | -4.82% | |
| Prime Capital Investment Advisors, Llc | 0.01% | 21,658 | $722,564 | $714,714 | -$7,850 | -1.09% | |
| Captrust Financial Advisors | 0.00% | 15,245 | $528,398 | $503,085 | -$25,313 | -4.79% | |
| Centaurus Financial, Inc. | 0.01% | 10,507 | $364,000 | $346,731 | -$17,269 | -4.74% | |
| Janney Montgomery Scott Llc | 0.00% | 10,203 | $354,000 | $336,699 | -$17,301 | -4.89% | |
| Old Mission Capital Llc | 0.01% | 8,911 | $308,855 | $294,063 | -$14,792 | -4.79% | |
| Two Sigma Securities, Llc | 0.02% | 8,264 | $286,430 | $272,712 | -$13,718 | -4.79% | |
| Thoroughbred Financial Services, Llc | 0.01% | 8,157 | $282,000 | $269,181 | -$12,819 | -4.55% | |
| Salvus Wealth Management, Llc | 0.15% | 7,982 | $266,305 | $263,406 | -$2,899 | -1.09% | |
| Principal Securities, Inc. | 0.00% | 7,551 | $261,718 | $249,183 | -$12,535 | -4.79% | |
| Summit Financial, Llc | 0.00% | 7,188 | $249,143 | $237,204 | -$11,939 | -4.79% | |
| Integrated Wealth Concepts Llc | 0.00% | 6,496 | $225,143 | $214,368 | -$10,775 | -4.79% | |
| Nfsg Corp | 0.03% | 6,726 | $224,401 | $221,958 | -$2,443 | -1.09% | |
| Ausdal Financial Partners, Inc. | 0.01% | 6,107 | $211,669 | $201,531 | -$10,138 | -4.79% | |
| Atria Investments, Inc | 0.00% | 6,107 | $203,749 | $201,531 | -$2,218 | -1.09% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 3,582 | $124,152 | $118,206 | -$5,946 | -4.79% | |
| Heritage Wealth Advisors | 0.00% | 3,216 | $111,467 | $106,128 | -$5,339 | -4.79% | |
| Morgan Stanley | 0.00% | 1,063 | $36,858 | $35,079 | -$1,779 | -4.83% | |
| Fifth Third Bancorp | 0.00% | 1,032 | $35,758 | $34,056 | -$1,702 | -4.76% | |
| Blackrock, Inc. | 0.00% | 807 | $27,971 | $26,631 | -$1,340 | -4.79% | |
| Assetmark, Inc | 0.00% | 235 | $7,840 | $7,755 | -$85 | -1.08% | |
| Wells Fargo & Company/Mn | 0.00% | 114 | $3,951 | $3,762 | -$189 | -4.78% | |
| Allworth Financial Lp | 0.00% | 48 | $1,664 | $1,584 | -$80 | -4.81% |
Frequently asked questions about AGOX
Who are the largest institutional holders of AGOX?
The largest institutional holders of AGOX reported in the latest SEC Form 13F filings include Berman Mcaleer Llc, Ameritas Advisory Services, Llc, Royal Bank Of Canada, Partners Wealth Management, Llc, and Kestra Private Wealth Services, Llc. InsiderSet ranks institutional holders by their latest reported AGOX position.
What is AGOX institutional ownership?
This page tracks AGOX positions reported by institutional investment managers through SEC Form 13F. ADAPTIVE ALPHA OPPORTUNITIES (AGOX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AGOX?
InsiderSet currently tracks 46 institutional managers reporting AGOX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AGOX shareholders.
How much AGOX stock do institutions own?
Institutional investment managers disclosed approximately $328.21M in AGOX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AGOX institutional ownership last updated?
The latest AGOX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AGOX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AGOX position after the reporting date.
Are institutions buying or selling AGOX?
Institutional buying and selling can be analyzed by comparing AGOX positions across consecutive 13F reporting periods. InsiderSet's AGOX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AGOX ownership changes.
How has AGOX institutional ownership changed over time?
InsiderSet tracks AGOX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.