AGOX

ADAPTIVE ALPHA OPPORTUNITIES
USCUSIP 85521B742
Institutional Owners
17
13F Value Held
$68.3M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)4 adding · 9 trimming
Insider net (180d)+$0
Price history not yet available for AGOX.

Top institutional holders

17 13F filers
#FundPosition valueSharesLast moveAs of
1Ameritas Advisory Services, LLC
$25.4M
955.0KReducedQ1 2026
2KESTRA PRIVATE WEALTH SERVICES, LLC
$24.1M
906.7KReducedQ1 2026
3Stratos Wealth Partners, LTD.
$7.4M
279.3KReducedQ1 2026
4WealthPlan Investment Management, LLC
$4.9M
184.2KAddedQ1 2026
5INTEGRITY ALLIANCE, LLC.
$1.6M
60.1KHeldQ1 2026
6NewEdge Advisors, LLC
$1.6M
59.6KNewQ1 2026
7Prime Capital Investment Advisors, LLC
$823K
30.9KAddedQ1 2026
8FOUNDATIONS INVESTMENT ADVISORS, LLC
$720K
27.0KReducedQ1 2026
9CITADEL ADVISORS LLC
$467K
17.5KNewQ1 2026
10Atria Investments, Inc
$333K
12.5KReducedQ1 2026
11CENTAURUS FINANCIAL, INC.
$296K
11.1KHeldQ1 2026
12PRINCIPAL SECURITIES, INC.
$224K
8.4KReducedQ1 2026
13Lido Advisors, LLC
$219K
8.2KHeldQ1 2026
14Steward Partners Investment Advisory, LLC
$92K
3.5KReducedQ1 2026
15ASSETMARK, INC
$6K
235HeldQ1 2026

Fund activity — latest quarter

Opened (NEW)
2
funds
Added
2
funds
Reduced
7
funds
Exited
2
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Funds that own AGOX also own

CompanyCo-held byCombined value
NVIDIA CORPORATION COMNVDA17 funds$8.4B
APPLE INC COMAAPL17 funds$6.8B
ISHARES TR CORE S&P500 ETFIVV17 funds$6.3B
TATE STR SPDR S&P 500 ETF TSPY17 funds$4.7B
MICROSOFT CORP COMMSFT17 funds$4.7B
AMAZON COM INC COMAMZN17 funds$4.5B
META PLATFORMS INC CL AMETA17 funds$2.9B
BROADCOM INC COMAVGO17 funds$2.9B
JPMORGAN CHASE &COJPM17 funds$2.5B
LPHABET INCGOOG17 funds$2.0B
MICRON TECHNOLOGY INC COMMU17 funds$2.0B
TAIWAN SEMICONDUCTOR MFG LTDTSM17 funds$2.0B

Ranked by how many of AGOX's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AGOX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.