Who Owns ADAPTV HDG M/A INCM ETF (AMAX)? -- Institutional Holders (2026-06-30)

25 institutions reported holding $45.9M of ADAPTV HDG M/A INCM ETF (AMAX) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($11.1M), KESTRA PRIVATE WEALTH SERVICES, LLC ($10.1M), PARTNERS WEALTH MANAGEMENT, LLC ($6.6M), Prosperity Financial Group, Inc. ($4.5M), Encompass More Asset Management ($3.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$11.1M1.5MAdded
2KESTRA PRIVATE WEALTH SERVICES, LLC$10.1M1.4MAdded
3PARTNERS WEALTH MANAGEMENT, LLC$6.6M892,491Added
4Prosperity Financial Group, Inc.$4.5M606,269New
5Encompass More Asset Management$3.0M400,421Added
6OSAIC HOLDINGS, INC.$2.7M368,117Added
7Rockport Wealth LLC$2.7M362,053Added
8FIG FINANCIAL ADVISORY SERVICES INC /ADV$1.5M196,418New
9RAYMOND JAMES FINANCIAL INC$1.0M135,386Trimmed
10WCG Wealth Advisors LLC$691,42793,436New
11NewEdge Advisors, LLC$401,38354,242Added
12JANE STREET GROUP, LLC$323,54343,722Trimmed
13INTEGRITY ALLIANCE, LLC.$287,11038,798Added
14LaSalle St. Investment Advisors, LLC$281,68138,065Trimmed
15Janney Montgomery Scott LLC$240,00032,471Trimmed
16ENVESTNET ASSET MANAGEMENT INC$119,04416,087Added
17Empirical Asset Management, LLC$91,18712,323Added
18CENTAURUS FINANCIAL, INC.$90,00012,150Trimmed
19Atria Investments, Inc$83,11711,232Added
20Ausdal Financial Partners, Inc.$83,11711,232Added
21CITADEL ADVISORS LLC$82,17711,105Trimmed
22MORGAN STANLEY$101Trimmed
23UBS Group AG$00Exited
24Cetera Investment Advisers$00Exited
25Foundations Investment Advisors, LLC$00Exited

Source: SEC Form 13F filings · as of 2026-06-30