Who Owns ADAPTV HDG M/A INCM ETF (AMAX)? -- Institutional Holders (2026-03-31)
23 institutions reported holding $35.7M of ADAPTV HDG M/A INCM ETF (AMAX) in SEC 13F filings for 2026-03-31. Largest institutional holders: KESTRA PRIVATE WEALTH SERVICES, LLC ($9.4M), LPL Financial LLC ($8.0M), PARTNERS WEALTH MANAGEMENT, LLC ($6.2M), Encompass More Asset Management ($2.9M), OSAIC HOLDINGS, INC. ($2.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | KESTRA PRIVATE WEALTH SERVICES, LLC | $9.4M | 1.2M | Added |
| 2 | LPL Financial LLC | $8.0M | 1.0M | Added |
| 3 | PARTNERS WEALTH MANAGEMENT, LLC | $6.2M | 800,842 | Added |
| 4 | Encompass More Asset Management | $2.9M | 383,376 | Trimmed |
| 5 | OSAIC HOLDINGS, INC. | $2.8M | 361,089 | Trimmed |
| 6 | Rockport Wealth LLC | $2.6M | 340,852 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $1.0M | 136,136 | Trimmed |
| 8 | JANE STREET GROUP, LLC | $466,959 | 60,802 | Added |
| 9 | Janney Montgomery Scott LLC | $434,000 | 56,466 | Added |
| 10 | Foundations Investment Advisors, LLC | $359,716 | 46,838 | Trimmed |
| 11 | LaSalle St. Investment Advisors, LLC | $304,481 | 39,646 | Trimmed |
| 12 | INTEGRITY ALLIANCE, LLC. | $294,099 | 38,294 | Added |
| 13 | Cetera Investment Advisers | $246,613 | 32,111 | Trimmed |
| 14 | CITADEL ADVISORS LLC | $184,259 | 23,992 | New |
| 15 | CENTAURUS FINANCIAL, INC. | $119,000 | 15,519 | Trimmed |
| 16 | Empirical Asset Management, LLC | $93,759 | 12,208 | Added |
| 17 | Atria Investments, Inc | $84,995 | 11,067 | Hold |
| 18 | Ausdal Financial Partners, Inc. | $84,995 | 11,067 | Hold |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $79,834 | 10,395 | New |
| 20 | UBS Group AG | $284 | 37 | New |
| 21 | MORGAN STANLEY | $22 | 2 | Added |
| 22 | HRT FINANCIAL LP | $0 | 0 | Exited |
| 23 | NewEdge Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31