AMAX

Adaptive Hedged Multi-Asset$7.60 0.03%
UnclassifiedUSCUSIP 85521B783· EOD Aug 12, 2026◍ Confluence graph
Tracked 13F Holders
21
-12 QoQ
13F Value (tracked)
$42.4M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)7 adding · 2 trimming
Insider net (180d)$0

Price & smart-money activity

$7.60 0.03%5Y -22.5%
$6.84$7.64$8.44$9.24$10.052021202220232024202520262423323333332446325234
Hover for who · click for detailEnd-of-day closing prices52w $7.40 – $8.43

Who owns AMAX?

21 tracked 13F filers

21 tracked 13F filers disclose a position in AMAX as of the latest SEC 13F filings, a combined $42.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1KESTRA PRIVATE WEALTH SERVICES, LLC
$10.1M
1.4M
+12%
Added · +141K sh
Q2 2026
2LPL Financial LLC
$8.0M
1.0M
+44%
Added · +316K sh
Q1 2026
3PARTNERS WEALTH MANAGEMENT, LLC
$6.6M
892K
+11%
Added · +92K sh
Q2 2026
4Prosperity Financial Group, Inc.
$4.5M
606K
New
+606K sh
Q2 2026
5Encompass More Asset Management
$3.0M
400K
+4.4%
Added · +17K sh
Q2 2026
6Rockport Wealth LLC
$2.7M
362K
+6.2%
Added · +21K sh
Q2 2026
7OSAIC HOLDINGS, INC.
$2.8M
361K
−5.8%
Reduced · −22K sh
Q1 2026
8FIG FINANCIAL ADVISORY SERVICES INC /ADV
$1.5M
196K
Added
Added · +196K sh
Q2 2026
9RAYMOND JAMES FINANCIAL INC
$1.0M
136K
−1.8%
Reduced · −2K sh
Q1 2026
10JANE STREET GROUP, LLC
$467K
61K
+158%
Added · +37K sh
Q1 2026
11NewEdge Advisors, LLC
$401K
54K
+3.4%
Added · +2K sh
Q2 2026
12FOUNDATIONS INVESTMENT ADVISORS, LLC
$360K
47K
−43%
Reduced · −36K sh
Q1 2026
13INTEGRITY ALLIANCE, LLC.
$287K
39K
+1.3%
Added · +504 sh
Q2 2026
14Cetera Investment Advisers
$247K
32K
−32%
Reduced · −15K sh
Q1 2026
15CITADEL ADVISORS LLC
$184K
24K
New
+24K sh
Q1 2026
16CENTAURUS FINANCIAL, INC.
$119K
16K
−14%
Reduced · −2K sh
Q1 2026
17Atria Investments, Inc
$83K
11K
+1.5%
Added · +165 sh
Q2 2026
18Ausdal Financial Partners, Inc.
$83K
11K
+1.5%
Added · +165 sh
Q2 2026
19ENVESTNET ASSET MANAGEMENT INC
$80K
10K
New
+10K sh
Q1 2026
20UBS Group AG
$284
37
−97%
Reduced · −1K sh
Q1 2026
21MORGAN STANLEY
$22
2
+100%
Added · +1 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is AMAX being bought or sold by institutions?

Last quarter, 2 funds opened a new position in AMAX and 5 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
5
funds
Reduced
2
funds
Exited
0
funds

Funds that own AMAX also own

CompanyCo-held byCombined value
ALPHABET INC-CL AGOOGL9 funds$1.1B
WALMART INCWMT9 funds$235.0M
NVIDIA CORPNVDA8 funds$3.8B
ISHARES CORE S&P 500 ETFIVV8 funds$3.3B
AMAZON.COM INCAMZN8 funds$2.0B
APPLE INCAAPL8 funds$1.8B
SS SPDR DOW JONES INDUS AVGDIA8 funds$1.7B
MICRON TECHNOLOGY INCMU8 funds$1.6B
TAIWAN SEMICONDUCTOR-SP ADRTSM8 funds$1.5B
MICROSOFT CORPMSFT8 funds$1.3B
META PLATFORMS INC-CLASS AMETA8 funds$1.2B
BROADCOM INCAVGO8 funds$1.2B

Ranked by how many of AMAX's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

7 funds-7 since Q3 2024
01019Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $27.2M

Share classes

Class13F holdersValue held
AGOXFUND42 funds$283.3M
AMAXthis pageADAPTIVE HDGD MU21 funds$42.4M
RHRXRH TACTICAL ROT11 funds$13.3M
RHTXRH TACTICAL OUTL9 funds$5.4M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

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

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Ask your agent what changed in AMAX

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/AMAX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for AMAX.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AMAX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.