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