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Adaptive Hedged Multi-Asset (AMAX)

CUSIP: 85521B783 | NYSE | 46 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Partners Wealth Management, LLC3,882,308
3.0% of portfolio›$28.7M
Kestra Private Wealth Services, LLC1,442,067
0.1% of portfolio›$10.6M
Prosperity Financial Group, Inc.670,234
1.5% of portfolio›$4.9M
Encompass More Asset Management411,380
0.4% of portfolio›$3.0M
Rockport Wealth LLC366,400
0.5% of portfolio›$2.7M
Integrity Alliance, Llc.28,053
0.0% of portfolio›$207.0K
FIG Financial Advisory Services Inc24,183
0.1% of portfolio›$178.5K
Atria Investments, Inc11,232
0.0% of portfolio›$82.9K
StyleTurnoverLocationFiled
Partners Wealth Management, LLC
3,882,308$28.7M3.0%CoreLowCarmel By The Sea, CA2026-10-28
Kestra Private Wealth Services, LLC
1,442,067$10.6M0.1%GrowthLowAustin, TX2026-10-30
Prosperity Financial Group, Inc.
670,234$4.9M1.5%GrowthMediumSan Ramon, CA2026-10-29
Encompass More Asset Management
411,380$3.0M0.4%ETFHighDanville, CA2026-10-16
Rockport Wealth LLC
366,400$2.7M0.5%ETFMediumFairview Park, OH2026-11-03
Integrity Alliance, Llc.
28,053$207.0K0.0%ETFMediumUrbandale, IA2026-10-29
FIG Financial Advisory Services Inc
24,183$178.5K0.1%CoreVery HighOklahoma City, OK2026-10-07
Atria Investments, Inc
11,232$82.9K0.0%CoreMediumCharlotte, NC2026-10-15