We are live on ! Find out more
AGOX icon

Adaptive Alpha Opportunities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$29M +$1.08M +50,096 +4%
AAS
2
Ameritas Advisory Services
Nebraska
$24.2M +$109K +5,059 +0.5%
OWA
3
Octavia Wealth Advisors
Ohio
$15.6M -$418K -19,397 -3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.9M -$10.2K -475 -0.1%
WP
5
WealthPLAN Partners
Nebraska
$9.14M -$4.89M -227,312 -35%
LPL Financial
6
LPL Financial
California
$9.1M +$1.26M +58,398 +16%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$8M +$2.37M +109,877 +43%
SWP
8
Stratos Wealth Partners
Ohio
$5.36M +$1.28M +59,221 +32%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.17M +$794K +36,894 +18%
WIM
10
WealthPlan Investment Management
Nebraska
$4.45M -$9.52M -442,062 -68%
CAN
11
Cetera Advisor Networks
California
$4.44M +$1.08M +50,087 +33%
CA
12
Cetera Advisors
Colorado
$2.87M -$495 -23 -0%
MML Investors Services
13
MML Investors Services
Massachusetts
$2.85M -$53.1K -2,464 -2%
NFSG
14
Newbridge Financial Services Group
Florida
$1.37M -$43K -1,995 -3%
LNC
15
Lincoln National Corp
Pennsylvania
$1.26M +$450K +20,878 +57%
EAM
16
Empirical Asset Management
Massachusetts
$884K -$70.9K -3,291 -8%
GFA
17
Gallagher Fiduciary Advisors
Illinois
$835K +$825K +38,321 New
EH
18
Equitable Holdings
New York
$713K +$22 +1 +0%
NA
19
NewEdge Advisors
Louisiana
$703K -$123K -5,693 -15%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$643K -$56.1K -2,605 -8%
FWP
21
Firethorn Wealth Partners
Georgia
$621K -$1.44K -67 -0.2%
AWM
22
Avior Wealth Management
Nebraska
$523K +$1.03K +48 +0.2%
UBS Group
23
UBS Group
Switzerland
$337K -$70.2K -3,260 -17%
KPWS
24
Kestra Private Wealth Services
Texas
$315K +$14.5K +675 +5%
SWM
25
Southern Wealth Management
Texas
$310K