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Adaptive Alpha Opportunities ETF
AGOX

Overview Fund Activity

44 hedge funds and large institutions have $211M invested in Adaptive Alpha Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-6
Holders Change %
-12%
% of All Funds
0.59%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
6
Increased
10
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIM
WealthPlan Investment Management
Nebraska
+$4.03M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.47M
3
AAS
Avantax Advisory Services
Texas
+$2.23M
4
MHS
M Holdings Securities
Oregon
+$887K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$478K

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$21.9M
2
AAS
Ameritas Advisory Services
Nebraska
-$8.01M
3
WP
WealthPLAN Partners
Nebraska
-$3.73M
4
IA
Integrity Alliance
Iowa
-$3.19M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$2.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
1
Ameritas Advisory Services
Nebraska
$32.7M -$8.01M -270,789 -20%
KPWS
2
Kestra Private Wealth Services
Texas
$26.5M -$1.43M -48,216 -5%
OWA
3
Octavia Wealth Advisors
Ohio
$24.2M -$731K -24,701 -3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.3M +$3.47M +117,316 +32%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13.4M -$2.09M -70,813 -14%
WIM
6
WealthPlan Investment Management
Nebraska
$11.4M +$4.03M +136,129 +55%
LPL Financial
7
LPL Financial
California
$10.9M -$369K -12,462 -3%
UBS Group
8
UBS Group
Switzerland
$10.6M -$236K -7,962 -2%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$10.5M -$2.95M -99,706 -22%
EMAM
10
Encompass More Asset Management
California
$8.01M -$277K -9,374 -3%
SWP
11
Stratos Wealth Partners
Ohio
$7.89M -$20.5K -692 -0.3%
WP
12
WealthPLAN Partners
Nebraska
$5.42M -$3.73M -126,022 -41%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.27M +$478K +16,162 +10%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.95M -$1.38M -50,664 -22%
PWM
15
Partners Wealth Management
California
$4.46M – – –
GRP
16
Global Retirement Partners
California
$3.58M +$3.58M +120,908 New
PFG
17
Prosperity Financial Group
California
$3.27M +$358K +12,101 +12%
AAS
18
Avantax Advisory Services
Texas
$2.23M +$2.23M +75,352 New
NA
19
NewEdge Advisors
Louisiana
$1.56M +$255K +8,619 +20%
EAM
20
Empirical Asset Management
Massachusetts
$1.25M +$7.43K +251 +0.6%
GFG
21
Goldstone Financial Group
Illinois
$1.08M -$77.4K -2,637 -7%
MHS
22
M Holdings Securities
Oregon
$887K +$887K +29,993 New
AWM
23
Avior Wealth Management
Nebraska
$740K – – –
FWP
24
Firethorn Wealth Partners
Georgia
$605K – – –
OMC
25
Old Mission Capital
Illinois
$565K +$196K +6,624 +53%
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