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-Q1 13F filings (latest filed 2026-05-18). 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
4 tracked funds added or opened AMAX while 3 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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, KESTRA PRIVATE WEALTH SERVICES, LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2025-Q4 and 2026-Q1, across 21 tracked filers holding AMAX, 11 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 2025-Q4 and 2026-Q1 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.
Largest adds
- LPL Financial LLC$2M
- PARTNERS WEALTH MANAGEMENT, LLC$2M
- KESTRA PRIVATE WEALTH SERVICES, LLC$756K
- JANE STREET GROUP, LLC$281K
Largest trims
- Encompass More Asset Management$2M
- Foundations Investment Advisors, LLC$292K
- OSAIC HOLDINGS, INC.$257K
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 |
|---|---|---|---|---|
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 1,219,567 | $9M | 25.1% | 2026-Q1 |
| LPL Financial LLC added | 1,042,341 | $8M | 21.4% | 2026-Q1 |
| PARTNERS WEALTH MANAGEMENT, LLC added | 800,842 | $6M | 16.5% | 2026-Q1 |
| Encompass More Asset Management trimmed | 383,376 | $3M | 7.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 361,089 | $3M | 7.4% | 2026-Q1 |
| Rockport Wealth LLC trimmed | 340,852 | $3M | 7.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 136,136 | $1M | 2.8% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 60,802 | $467K | 1.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 56,466 | $434K | 1.2% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 46,838 | $360K | 1.0% | 2026-Q1 |
| LaSalle St. Investment Advisors, LLC trimmed | 39,646 | $304K | 0.8% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. added | 38,294 | $294K | 0.8% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 32,111 | $247K | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC new | 23,992 | $184K | 0.5% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. trimmed | 15,519 | $119K | 0.3% | 2026-Q1 |
| Empirical Asset Management, LLC added | 12,208 | $94K | 0.3% | 2026-Q1 |
| Atria Investments, Inc | 11,067 | $85K | 0.2% | 2026-Q1 |
| Ausdal Financial Partners, Inc. | 11,067 | $85K | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 10,395 | $80K | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 37 | $284 | 0.0% | 2026-Q1 |
| MORGAN STANLEY added | 2 | $22 | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC added | 49,824 | $394K | 1.1% | 2025-Q4 stale |
| M Holdings Securities, Inc. new | 49,269 | $387K | 1.0% | 2025-Q2 stale |
| OLD MISSION CAPITAL LLC added | 34,674 | $284K | 0.8% | 2025-Q3 stale |
| COMMONWEALTH EQUITY SERVICES, LLC added | 17,840 | $140K | 0.4% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 16,532 | $122K | 0.3% | 2025-Q1 stale |
| WealthPlan Investment Management, LLC trimmed | 12,502 | $102K | 0.3% | 2025-Q3 stale |
| HRT FINANCIAL LP new | 11,444 | $90K | 0.2% | 2025-Q4 stale |
| WealthPLAN Partners, LLC trimmed | 10,799 | $85K | 0.2% | 2025-Q2 stale |
| AE Wealth Management LLC trimmed | 10,750 | $80K | 0.2% | 2025-Q1 stale |
| ASSETMARK, INC new | 250 | $2K | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.