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Adaptive Alpha Opportunities (AGOX)

CUSIP: 85521B742 | NYSE | 109 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Berman McAleer LLC2,243,868
8.7% of portfolio›$74.9M
Partners Wealth Management, LLC956,775
3.3% of portfolio›$31.9M
Kestra Private Wealth Services, LLC694,425
0.2% of portfolio›$23.2M
Commonwealth Equity Services, LLC177,484
0.0% of portfolio›$5.9M
WealthPlan Investment Management, LLC117,551
0.2% of portfolio›$3.9M
WealthPLAN Partners, LLC60,900
0.4% of portfolio›$2.0M
Integrity Alliance, Llc.60,610
0.1% of portfolio›$2.0M
Firethorn Wealth Partners, LLC52,941
0.6% of portfolio›$1.8M
Avior Wealth Management, LLC25,801
0.0% of portfolio›$860.8K
Prime Capital Investment Advisors, LLC21,658
0.0% of portfolio›$722.6K
Salvus Wealth Management, LLC7,982
0.2% of portfolio›$266.3K
Nfsg Corp6,726
0.0% of portfolio›$224.4K
Atria Investments, Inc6,107
0.0% of portfolio›$203.7K
Assetmark, Inc235
0.0% of portfolio›$7.8K
StyleTurnoverLocationFiled
Berman McAleer LLC
2,243,868$74.9M8.7%ETFVery LowTimonium, MD2026-10-16
Partners Wealth Management, LLC
956,775$31.9M3.3%CoreLowCarmel By The Sea, CA2026-10-28
Kestra Private Wealth Services, LLC
694,425$23.2M0.2%GrowthLowAustin, TX2026-10-30
Commonwealth Equity Services, LLC
177,484$5.9M0.0%ETFLowWaltham, MA2026-11-02
WealthPlan Investment Management, LLC
117,551$3.9M0.2%GrowthMediumOmaha, NE2026-10-15
WealthPLAN Partners, LLC
60,900$2.0M0.4%CoreMediumOmaha, NE2026-10-15
Integrity Alliance, Llc.
60,610$2.0M0.1%ETFMediumUrbandale, IA2026-10-29
Firethorn Wealth Partners, LLC
52,941$1.8M0.6%ETFLowAugusta, GA2026-10-14
Avior Wealth Management, LLC
25,801$860.8K0.0%ETFMediumOmaha, NE2026-10-13
Prime Capital Investment Advisors, LLC
21,658$722.6K0.0%ETFLowOverland Park, KS2026-10-20
Salvus Wealth Management, LLC
7,982$266.3K0.2%CoreMediumRed Bank, NJ2026-10-13
Nfsg Corp
6,726$224.4K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Atria Investments, Inc
6,107$203.7K0.0%CoreMediumCharlotte, NC2026-10-15
Assetmark, Inc
235$7.8K0.0%ETFLowConcord, CA2026-10-21