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Adaptive Alpha Opportunities ETF (AGOX) Institutional Ownership

$33.90 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Adaptive Alpha Opportunities ETF (NYSEARCA:AGOX)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$874.54K
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$43.31K
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Skip Chart & View Institutional Buying and Selling Data

AGOX Institutional Buying and Selling by Quarter

Adaptive Alpha Opportunities ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/22/2026 Janney Montgomery Scott LLC10,203$272K0.0%-13.8%0.090%
2/18/2026 NewEdge Advisors LLC62,519$1.79M0.0%+11.2%0.506%
2/17/2026 Captrust Financial Advisors15,245$435K0.0%+3.2%0.123%
2/11/2026 Janney Montgomery Scott LLC11,830$338K0.0%+17.1%0.096%
11/17/2025 NewEdge Advisors LLC56,207$1.73M0.0%+6.6%0.468%
8/14/2025 NewEdge Advisors LLC52,709$1.56M0.0%+19.5%0.462%
7/17/2025 Janney Montgomery Scott LLC9,103$269K0.0%N/A0.080%
5/16/2025NewEdge 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%
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%
10/5/2022Savior 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%
7/21/2022Savior LLC3,473$70K0.1%-99.1%0.037%
4/21/2022Harvest Group Wealth Management LLC1,033$25K0.0%-99.1%0.010%
4/12/2022Savior LLC395,283$9.59M7.1%-16.0%3.936%


AGOX Institutional Ownership - Frequently Asked Questions

During the previous two years, the following institutional investors and hedge funds held shares of Adaptive Alpha Opportunities ETF shares: NewEdge Advisors LLC ($1.79M), Avior Wealth Management LLC ($679K), Captrust Financial Advisors ($435K), OLD Mission Capital LLC ($306K), Janney Montgomery Scott LLC ($272K), and EverSource Wealth Advisors LLC ($89K), and Heritage Wealth Advisors ($30K).Learn more on Adaptive Alpha Opportunities ETF's institutional investors.

The following institutional investors have purchased Adaptive Alpha Opportunities ETF's stock in the last 24 months: NewEdge Advisors LLC ($40.00K), Captrust Financial Advisors ($15.25K), OLD Mission Capital LLC ($15.24K), Janney Montgomery Scott LLC ($10.83K), Heritage Wealth Advisors ($1.23K), and Avior Wealth Management LLC ($932.00).

Institutional investors have bought a total of 29,726 shares in the last 24 months. This purchase volume represents approximately $874.54K in transactions.

The following institutional investors have sold Adaptive Alpha Opportunities ETF stock in the last 24 months: Janney Montgomery Scott LLC ($1.63K).

Institutional investors have sold a total of 1,627 shares in the last 24 months. This volume of shares sold represents approximately $43.31K in transactions.


Related Companies

This page (NYSEARCA:AGOX) was last updated on 5/25/2026 by MarketBeat.com Staff.
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