AMAX Institutional Ownership & Shareholders
ADAPTIVE HEDGED MULTI-ASSET (AMAX) is currently held by 21 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $67.53M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Partners Wealth Management, Llc is currently the largest disclosed institutional shareholder of AMAX tracked by InsiderSet, reporting ownership valued at approximately $28.65M 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 $27.95M, representing an estimated loss of -2.44% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed AMAX value among the investors covered in this analysis. Major shareholders include Partners Wealth Management, Llc, Lpl Financial Llc, Kestra Private Wealth Services, Llc, and several other long-term asset managers with concentrated positions in ADAPTIVE HEDGED MULTI-ASSET (AMAX).
This page ranks the largest institutional AMAX 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
21
Total Reported Value
$67.53M
Largest Holder
Partners Wealth Management, Llc
Largest Position
$28.65M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
25
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Partners Wealth Management, Llc | 2.98% | 3,882,308 | $28,651,435 | $27,952,618 | -$698,817 | -2.44% | |
| Lpl Financial Llc | 0.00% | 1,504,729 | $11,134,993 | $10,834,049 | -$300,944 | -2.70% | |
| Kestra Private Wealth Services, Llc | 0.11% | 1,442,067 | $10,642,454 | $10,382,882 | -$259,572 | -2.44% | |
| Prosperity Financial Group, Inc. | 1.45% | 670,234 | $4,946,331 | $4,825,685 | -$120,646 | -2.44% | |
| Encompass More Asset Management | 0.43% | 411,380 | $3,035,986 | $2,961,936 | -$74,050 | -2.44% | |
| Osaic Holdings, Inc. | 0.00% | 368,117 | $2,723,978 | $2,650,442 | -$73,536 | -2.70% | |
| Rockport Wealth Llc | 0.47% | 366,400 | $2,704,024 | $2,638,080 | -$65,944 | -2.44% | |
| Raymond James Financial Inc | 0.00% | 135,386 | $1,001,856 | $974,779 | -$27,077 | -2.70% | |
| Wcg Wealth Advisors Llc | 0.02% | 93,436 | $691,427 | $672,739 | -$18,688 | -2.70% | |
| Newedge Advisors, Llc | 0.00% | 54,242 | $401,383 | $390,542 | -$10,841 | -2.70% | |
| Jane Street Group, Llc | 0.00% | 43,722 | $323,543 | $314,798 | -$8,745 | -2.70% | |
| Lasalle St. Investment Advisors, Llc | 0.03% | 38,065 | $281,681 | $274,068 | -$7,613 | -2.70% | |
| Janney Montgomery Scott Llc | 0.00% | 32,471 | $240,000 | $233,791 | -$6,209 | -2.59% | |
| Integrity Alliance, Llc. | 0.01% | 28,053 | $207,037 | $201,982 | -$5,055 | -2.44% | |
| Envestnet Asset Management Inc | 0.00% | 16,087 | $119,044 | $115,826 | -$3,218 | -2.70% | |
| Empirical Asset Management, Llc | 0.02% | 12,323 | $91,187 | $88,726 | -$2,461 | -2.70% | |
| Centaurus Financial, Inc. | 0.00% | 12,150 | $90,000 | $87,480 | -$2,520 | -2.80% | |
| Ausdal Financial Partners, Inc. | 0.00% | 11,232 | $83,117 | $80,870 | -$2,247 | -2.70% | |
| Atria Investments, Inc | 0.00% | 11,232 | $82,892 | $80,870 | -$2,022 | -2.44% | |
| Citadel Advisors Llc | 0.00% | 11,105 | $82,177 | $79,956 | -$2,221 | -2.70% | |
| Morgan Stanley | 0.00% | 1 | $10 | $7 | -$3 | -28.00% |
Frequently asked questions about AMAX
Who are the largest institutional holders of AMAX?
The largest institutional holders of AMAX reported in the latest SEC Form 13F filings include Partners Wealth Management, Llc, Lpl Financial Llc, Kestra Private Wealth Services, Llc, Prosperity Financial Group, Inc., and Encompass More Asset Management. InsiderSet ranks institutional holders by their latest reported AMAX position.
What is AMAX institutional ownership?
This page tracks AMAX positions reported by institutional investment managers through SEC Form 13F. ADAPTIVE HEDGED MULTI-ASSET (AMAX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AMAX?
InsiderSet currently tracks 21 institutional managers reporting AMAX 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 AMAX shareholders.
How much AMAX stock do institutions own?
Institutional investment managers disclosed approximately $67.53M in AMAX holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AMAX institutional ownership last updated?
The latest AMAX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 AMAX 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 AMAX position after the reporting date.
Are institutions buying or selling AMAX?
Institutional buying and selling can be analyzed by comparing AMAX positions across consecutive 13F reporting periods. InsiderSet's AMAX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AMAX ownership changes.
How has AMAX institutional ownership changed over time?
InsiderSet tracks AMAX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.