Adaptive Alpha Opportunities ETF (AGOX) Institutional Ownership $29.58 +0.27 (+0.92%) As of 07/15/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHeadlinesHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Adaptive Alpha Opportunities ETF (NYSEARCA:AGOX)Number ofInstitutional Buyers(last 12 months)5TotalInstitutional Inflows(last 12 months)$1.42MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$92.38K Get AGOX Insider Trade Alerts Want to know when executives and insiders are buying or selling Adaptive Alpha Opportunities ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data AGOX Institutional Buying and Selling by Quarter Adaptive Alpha Opportunities ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/16/2025NewEdge Advisors LLC44,090$1.08M0.0%+95.8%0.388% 5/15/2025OLD Mission Capital LLC12,491$306K0.0%-18.0%0.110% 5/8/2025Heritage Wealth Advisors1,226$30K0.0%N/A0.011% 2/17/2025Captrust Financial Advisors14,778$401K0.0%+3.9%0.146% 2/12/2025OLD Mission Capital LLC15,241$414K0.0%N/A0.151% 1/17/2025Avior Wealth Management LLC25,008$679K0.0%+3.9%0.248% 11/14/2024Captrust Financial Advisors14,225$410K0.0%N/A0.141% 8/14/2024EverSource Wealth Advisors LLC3,176$89K0.0%-22.1%0.031% 10/17/2023Newbridge Financial Services Group Inc.55,802$1.27M0.6%-7.3%0.615% 7/31/2023WealthPLAN Partners LLC286,696$6.72M1.0%-31.6%3.292% Get the Latest News and Ratings for AGOX and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Adaptive Alpha Opportunities ETF and its competitors with MarketBeat's FREE daily newsletter. 7/25/2023WealthPlan Investment Management LLC283,330$7.10M1.8%+38.6%3.253% 5/10/2023WealthPLAN Partners LLC419,248$9.14M1.0%-35.2%4.813% 5/8/2023WealthPlan Investment Management LLC204,394$4.45M0.8%-68.4%2.347% 3/6/2023OLD Mission Capital LLC6,248$128K0.0%-91.9%0.076% 2/9/2023EverSource Wealth Advisors LLC4,076$84K0.0%N/A0.050% 11/14/2022OLD Mission Capital LLC76,745$1.47M0.0%N/A0.997% 10/5/2022 Savior LLC2,598$50K0.0%-25.2%0.031% 8/13/2022NewEdge Advisors LLC56,896$1.15M0.0%N/A0.623% 8/1/2022Lindbrook Capital LLC1,300$26K0.0%-60.0%0.014% 7/21/2022 Savior LLC3,473$70K0.1%-99.1%0.037% 4/21/2022Harvest Group Wealth Management LLC1,033$25K0.0%-99.1%0.010% 4/12/2022 Savior LLC395,283$9.59M7.1%-16.0%3.936% 2/3/2022 Savior LLC470,628$11.93M0.4%+29.5%4.815% 2/2/2022Sigma Planning Corp7,879$200K0.0%N/A0.081% 1/21/2022Harvest Group Wealth Management LLC115,095$2.93M1.6%+13.1%1.216% 1/18/2022Lindbrook Capital LLC3,250$83K0.0%N/A0.034% 11/3/2021Harvest Group Wealth Management LLC101,719$2.62M1.5%+7.0%1.274% 10/29/2021GWM Advisors LLC92,759$2.39M0.1%+54.9%1.177% 10/19/2021Arkadios Wealth Advisors5,741$147K0.0%N/A0.075% 10/5/2021 Savior LLC363,432$9.35M9.6%N/A4.767% 9/7/2021Newbridge Financial Services Group Inc.83,683$2.19M1.3%N/A1.152% 8/2/2021Harvest Group Wealth Management LLC95,102$2.49M1.5%N/A1.526% 7/31/2021Nelson Van Denburg & Campbell Wealth Management Group LLC22,560$591K0.1%N/A0.362% 7/31/2021GWM Advisors LLC59,891$1.57M0.0%N/A0.961% (Data available from 1/1/2016 forward) AGOX Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of AGOX shares? During the previous two years, 9 institutional investors and hedge funds held shares of Adaptive Alpha Opportunities ETF. The most heavily invested institutionals were WealthPlan Investment Management LLC ($7.10M), WealthPLAN Partners LLC ($6.72M), Newbridge Financial Services Group Inc. ($1.27M), NewEdge Advisors LLC ($1.08M), Avior Wealth Management LLC ($679K), Captrust Financial Advisors ($401K), and OLD Mission Capital LLC ($306K).Learn more on Adaptive Alpha Opportunities ETF's institutional investors. Which institutional investors have been buying Adaptive Alpha Opportunities ETF's stock? The following institutional investors have purchased Adaptive Alpha Opportunities ETF's stock in the last 24 months: WealthPlan Investment Management LLC ($78.94K), NewEdge Advisors LLC ($21.57K), OLD Mission Capital LLC ($15.24K), Captrust Financial Advisors ($14.78K), Heritage Wealth Advisors ($1.23K), and Avior Wealth Management LLC ($932.00). How much institutional buying is happening at Adaptive Alpha Opportunities ETF? Institutional investors have bought a total of 53,749 shares in the last 24 months. This purchase volume represents approximately $1.42M in transactions. Which of Adaptive Alpha Opportunities ETF's major shareholders have been selling company stock? The following institutional investors have sold Adaptive Alpha Opportunities ETF stock in the last 24 months: OLD Mission Capital LLC ($2.75K), and EverSource Wealth Advisors LLC ($900.00). How much institutional selling is happening at Adaptive Alpha Opportunities ETF? Institutional investors have sold a total of 3,650 shares in the last 24 months. This volume of shares sold represents approximately $92.38K in transactions. 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