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Adaptive Alpha Opportunities ETF (AGOX) Institutional Ownership

$32.20 +0.24 (+0.75%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Adaptive Alpha Opportunities ETF (NYSEARCA:AGOX)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$1.43M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$110.60K
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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%
2/18/2026NewEdge Advisors LLC62,519$1.79M0.0%+11.2%0.506%
2/17/2026Captrust Financial Advisors15,245$435K0.0%+3.2%0.123%
2/11/2026 Janney Montgomery Scott LLC11,830$338K0.0%+17.1%0.096%
11/17/2025NewEdge Advisors LLC56,207$1.73M0.0%+6.6%0.468%
8/14/2025NewEdge 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

Who are the largest shareholders of AGOX shares?

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.

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: 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).

How much institutional buying is happening at Adaptive Alpha Opportunities ETF?

Institutional investors have bought a total of 52,524 shares in the last 24 months. This purchase volume represents approximately $1.43M 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 Janney Montgomery Scott LLC ($1.63K).

How much institutional selling is happening at Adaptive Alpha Opportunities ETF?

Institutional investors have sold a total of 4,377 shares in the last 24 months. This volume of shares sold represents approximately $110.60K in transactions.


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