AGOX

Adaptive Alpha Opportunities

Latest period2026 - Q2Total superinvestors7

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 7 superinvestors own shares of Adaptive Alpha Opportunities (AGOX), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Adaptive Alpha Opportunities (AGOX), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Adaptive Alpha Opportunities (AGOX) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Adaptive Alpha Opportunities (AGOX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Ashleigh Swayze@Berman Mcaleer Llc
Recent Activity
Decreased -0.44%
8.94%
$77.173M
2.227M shares@ 34.67 avg price
Maxim Meyers@Octavia Wealth Advisors, Llc
Recent Activity
Increased 11.06%
0.82%
$9.408M
271,431 shares@ 34.66 avg price
CHRIS LEIN@Partners Wealth Management, Llc
Recent Activity
Increased 4.26%
7.52%
$7.667M
221,209 shares@ 34.67 avg price
Melinda McRee@Firethorn Wealth Partners, Llc
Recent Activity
Increased 58.94%
0.58%
$1.794M
51,768 shares@ 34.67 avg price
Aryn Sands@Avior Wealth Management, Llc
Recent Activity
0.03%
$894,270
25,801 shares@ 34.67 avg price
Chris Chatto@Encompass More Asset Management
Recent Activity
New Position
0.04%
$207,355
5,982 shares@ 34.67 avg price
Karen Mentzer@Security National Bank
Recent Activity
0.01%
$2,357
68 shares@ 34.67 avg price

1-7 of 7