Who owns AMAX
Which tracked institutional funds hold AMAX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AMAX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on AMAX is one-sided between 2026-Q1 and 2026-Q2: 6 added or opened and 0 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AMAX’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes AMAX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AMAX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 20 tracked filers holding AMAX, 15 increased or opened the position and 10 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AMAX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- Prosperity Financial Group, Inc.$4M
- FIG FINANCIAL ADVISORY SERVICES INC /ADV$1M
- WCG Wealth Advisors LLC$691K
Largest adds
- LPL Financial LLC$3M
- KESTRA PRIVATE WEALTH SERVICES, LLC$700K
- PARTNERS WEALTH MANAGEMENT, LLC$454K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 1,504,729 | $11M | 23.3% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 1,360,361 | $10M | 21.1% | 2026-Q2 |
| PARTNERS WEALTH MANAGEMENT, LLC added | 892,491 | $7M | 13.8% | 2026-Q2 |
| Prosperity Financial Group, Inc. new | 606,269 | $4M | 9.4% | 2026-Q2 |
| Encompass More Asset Management added | 400,421 | $3M | 6.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 368,117 | $3M | 5.7% | 2026-Q2 |
| Rockport Wealth LLC added | 362,053 | $3M | 5.6% | 2026-Q2 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV added | 196,418 | $1M | 3.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 135,386 | $1M | 2.1% | 2026-Q2 |
| WCG Wealth Advisors LLC new | 93,436 | $691K | 1.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 54,242 | $401K | 0.8% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 43,722 | $324K | 0.7% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 38,798 | $287K | 0.6% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC trimmed | 38,065 | $282K | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 16,087 | $119K | 0.2% | 2026-Q2 |
| Empirical Asset Management, LLC added | 12,323 | $91K | 0.2% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 11,232 | $83K | 0.2% | 2026-Q2 |
| Atria Investments, Inc added | 11,232 | $83K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 11,105 | $82K | 0.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1 | $10 | 0.0% | 2026-Q2 |
| Janney Montgomery Scott LLC added | 56,466 | $434K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Foundations Investment Advisors, LLC trimmed | 46,838 | $360K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Cetera Investment Advisers trimmed | 32,111 | $247K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. trimmed | 15,519 | $119K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 37 | $284 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 11,444 | $90K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| OLD MISSION CAPITAL LLC added | 34,674 | $284K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| WealthPlan Investment Management, LLC trimmed | 12,502 | $102K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| M Holdings Securities, Inc. new | 49,269 | $387K | 0.8% | 2025-Q2 stale (4 quarters behind) |
| COMMONWEALTH EQUITY SERVICES, LLC added | 17,840 | $140K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| WealthPLAN Partners, LLC trimmed | 10,799 | $85K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| ASSETMARK, INC new | 250 | $2K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.