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 (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Partners Wealth Management, Llc, Osaic Holdings, Inc., Raymond James Financial Inc, Lpl Financial Llc, and Wcg Wealth Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | Buy | +105,126 | +7.0% | 1,609,855 | $11.88M | Q3 2026 | Nov 06, 2026 |
| Kestra Private Wealth Services, Llc | Buy | +81,706 | +6.0% | 1,442,067 | $10.64M | Q3 2026 | Nov 06, 2026 |
| Rockport Wealth Llc | Buy | +4,347 | +1.2% | 366,400 | $2.70M | Q3 2026 | Nov 03, 2026 |
| Prosperity Financial Group, Inc. | Buy | +63,965 | +10.6% | 670,234 | $4.95M | Q3 2026 | Oct 29, 2026 |
| Integrity Alliance, Llc. | Sell | -10,745 | -27.7% | 28,053 | $207.04K | Q3 2026 | Oct 29, 2026 |
| Partners Wealth Management, Llc | Buy | +2,989,817 | +335.0% | 3,882,308 | $28.65M | Q3 2026 | Oct 28, 2026 |
| Encompass More Asset Management | Buy | +10,959 | +2.7% | 411,380 | $3.04M | Q3 2026 | Oct 16, 2026 |
| Envestnet Asset Management Inc | Sell | -16,087 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Citadel Advisors Llc | Sell | -11,105 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Centaurus Financial, Inc. | Sell | -12,150 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Osaic Holdings, Inc. | Sell | -368,117 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -135,386 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Wcg Wealth Advisors Llc | Sell | -93,436 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -43,722 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Sell | -11,232 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -1 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Sell | -54,242 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 12, 2026 |
| Lasalle St. Investment Advisors, Llc | Sell | -38,065 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 11, 2026 |
| Empirical Asset Management, Llc | Sell | -12,323 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 10, 2026 |
| Janney Montgomery Scott Llc | Sell | -32,471 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 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.