Adaptive Alpha Opportunities ETF (AGOX) Institutional Ownership $30.45 -0.01 (-0.03%) As of 03:33 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Adaptive Alpha Opportunities ETF (NYSEARCA:AGOX)Number ofInstitutional Buyers(last 12 months)6TotalInstitutional Inflows(last 12 months)$1.95MNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional Outflows(last 12 months)$67.29K 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. 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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 to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/14/2025 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% 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. 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% 2/3/2022Savior 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% 10/5/2021Savior LLC363,432$9.35M9.6%N/A4.767% 9/7/2021Newbridge Financial Services Group Inc.83,683$2.19M1.3%N/A1.152% (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, the following institutional investors and hedge funds held shares of Adaptive Alpha Opportunities ETF shares: NewEdge Advisors LLC ($1.56M), Newbridge Financial Services Group Inc. ($1.27M), Avior Wealth Management LLC ($679K), Captrust Financial Advisors ($401K), OLD Mission Capital LLC ($306K), Janney Montgomery Scott LLC ($269K), and EverSource Wealth Advisors LLC ($89K).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 ($30.19K), OLD Mission Capital LLC ($15.24K), Captrust Financial Advisors ($14.78K), Janney Montgomery Scott LLC ($9.10K), 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 71,471 shares in the last 24 months. This purchase volume represents approximately $1.95M 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). How much institutional selling is happening at Adaptive Alpha Opportunities ETF? Institutional investors have sold a total of 2,750 shares in the last 24 months. This volume of shares sold represents approximately $67.29K in transactions. 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