ADAPTIVE HEDGED MULTI-ASSET (AMAX) Institutional Ownership and Insiders Activity

ADAPTIVE HEDGED MULTI-ASSET (AMAX) is widely held by institutional investors, with 21 firms reporting positions valued at approximately $68.28M based on SEC Form 13F filings for the quarter ended September 30, 2026.

Partners Wealth Management, Llc is the largest disclosed holder, reporting approximately $28.65M in AMAX holdings in its latest filing.

Institutional Holders

21

Total Reported Value

$68.28M

Largest Holder

Partners Wealth Management, Llc

Largest Position

$28.65M

Insider Transactions (90d)

0

Latest Filing Quarter

Q3 2026

New Institutional Positions

0

Funds Exiting Positions

13