Who Owns Adaptive Hedged Multi-Asset Income ETF (AMAX)?Hedge Fund & Institutional Holders

$7.92-0.06 (-0.75%)Financial ServicesNYSE_ARCA

Institutional Holders

20

as of Q4 2025

Total Institutional Value

$8.610527250004447e+37T

% of Float Held

—

QoQ Change in Holders

+7 / -2

Price History

$7.12$7.45$7.77$8.10$8.43Sep 24Jun 25Mar 26

AMAX — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Encompass More Asset ManagementNew Position+667K+$5.3M
PARTNERS WEALTH MANAGEMENT, LLCNew Position+563K+$4.4M
Rockport Wealth LLCNew Position+341K+$2.7M
LaSalle St. Investment Advisors, LLCNew Position+40K+$316K
Janney Montgomery Scott LLCNew Position+25K+$0
HRT FINANCIAL LPNew Position+11K+$0
FOUNDATIONS INVESTMENT ADVISORS, LLCNew Position+83K+$0
NewEdge Advisors, LLCIncreased+10K+$-324.2M
RAYMOND JAMES FINANCIAL INCIncreased+14K+$-1.0B
LPL Financial LLCIncreased+495K+$-1.9B
OSAIC HOLDINGS, INC.Increased+5K+$-3.0B
KESTRA PRIVATE WEALTH SERVICES, LLCIncreased+85K+$-8.2B

AMAX — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
JANE STREET GROUP, LLCDecreased-33K-$464.8M
Cetera Investment AdvisersDecreased-8K-$448.6M
OLD MISSION CAPITAL LLCClosed Position-35K-$284.2M
INTEGRITY ALLIANCE, LLC.Decreased-7K-$279.9M
Empirical Asset Management, LLCDecreased-7K-$151.5M
Atria Investments, IncDecreased-3K-$111.8M
Ausdal Financial Partners, Inc.Decreased-3K-$111.8M
UBS Group AGClosed Position-796-$6.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1KESTRA PRIVATE WEALTH SERVICES, LLC1,089,876$8.6M0.11%Share
2Encompass More Asset Management667,444$5.3M0.97%Share
3LPL Financial LLC726,055$5.0M0.00%Share
4PARTNERS WEALTH MANAGEMENT, LLC563,002$4.4M4.64%Share
5OSAIC HOLDINGS, INC.383,521$3.0M0.00%Share
6Rockport Wealth LLC341,063$2.7M0.52%Share
7RAYMOND JAMES FINANCIAL INC138,573$1.0M0.00%Share
8LaSalle St. Investment Advisors, LLC40,096$316K0.05%Share
9INTEGRITY ALLIANCE, LLC.27,637$218K0.01%Share
10Empirical Asset Management, LLC11,994$94K0.03%Share
11Ausdal Financial Partners, Inc.11,067$87K0.00%Share
12NewEdge Advisors, LLC49,824$00.00%Share
13FOUNDATIONS INVESTMENT ADVISORS, LLC82,549$00.00%Share
14Atria Investments, Inc11,067$00.00%Share
15MORGAN STANLEY1$00.00%Share
16HRT FINANCIAL LP11,444$00.00%Share
17Cetera Investment Advisers47,201$00.00%Share
18CENTAURUS FINANCIAL, INC.18,000$00.00%Share
19JANE STREET GROUP, LLC23,549$00.00%Share
20Janney Montgomery Scott LLC25,000$00.00%Share

AMAX Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202520$30.7M+5
Q3 202515$16.3B+0
Q2 202515$16.8B-3
Q1 202518$19.3B+2
Q4 202416$7.1T+4
Q3 202412$8.6T-1
Q2 202413$9.7T+2
Q1 202411$10.5T—

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As of Q4 2025, 20 institutional investors hold AMAX (Adaptive Hedged Multi-Asset Income ETF). The largest holder is KESTRA PRIVATE WEALTH SERVICES, LLC with $8.6M in shares. This quarter, 7 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own AMAX?

As of Q4 2025, 20 institutional investors report holding AMAX (Adaptive Hedged Multi-Asset Income ETF) in their 13F filings.

Who is the largest institutional holder of AMAX?

The largest institutional holder of AMAX is KESTRA PRIVATE WEALTH SERVICES, LLC with $8.6M in shares.

Is institutional ownership of AMAX increasing or decreasing?

This quarter, 7 institutions opened new positions in AMAX and 2 closed their positions.