We are live on ! Find out more
AGOX icon

Adaptive Alpha Opportunities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BM
1
Berman McAleer
Maryland
$77.2M -$325K -9,887 -0.4%
AAS
2
Ameritas Advisory Services
Nebraska
$51.9M +$17.8M +541,732 +57%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$33.1M +$1.19M +36,204 +4%
KPWS
4
Kestra Private Wealth Services
Texas
$24.2M -$6.83M -207,936 -23%
LPL Financial
5
LPL Financial
California
$16.7M +$2.34M +71,102 +17%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$14.8M -$346K -10,522 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$13.9M -$1.15M -34,964 -8%
UBS Group
8
UBS Group
Switzerland
$10.4M -$1.33M -40,465 -12%
SWP
9
Stratos Wealth Partners
Ohio
$9.67M -$11.5K -349 -0.1%
OWA
10
Octavia Wealth Advisors
Ohio
$9.41M +$887K +27,010 +11%
PWM
11
Partners Wealth Management
California
$7.67M +$297K +9,033 +4%
Osaic Holdings
12
Osaic Holdings
Arizona
$7.6M +$1.14M +34,587 +19%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$6.04M -$801K -24,382 -12%
WIM
14
WealthPlan Investment Management
Nebraska
$4.96M -$1.36M -41,390 -22%
GRP
15
Global Retirement Partners
California
$3.89M +$3.69M +112,278 New
WP
16
WealthPLAN Partners
Nebraska
$2.93M -$1.62M -49,213 -37%
IA
17
Integrity Alliance
Iowa
$2.11M +$21.4K +650 +1%
NA
18
NewEdge Advisors
Louisiana
$2.05M -$16.8K -512 -0.9%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$2.04M +$1.93M +58,735 New
Raymond James Financial
20
Raymond James Financial
Florida
$2.02M -$9.86K -300 -0.5%
FWP
21
Firethorn Wealth Partners
Georgia
$1.79M +$631K +19,197 +59%
EAM
22
Empirical Asset Management
Massachusetts
$1.57M +$12.4K +378 +0.8%
GFG
23
Goldstone Financial Group
Illinois
$1.02M -$53.8K -1,636 -5%
AWM
24
Avior Wealth Management
Nebraska
$894K
PCIA
25
Prime Capital Investment Advisors
Kansas
$791K -$265K -8,074 -26%