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Funds Holding AMAX

On this page, we present all of the funds holding AMAX from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding AMAX, with a link to that fund's top holdings. The next columns indicate the amount of AMAX stock held by each of the funds holding AMAX, followed by the AMAX position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 17 funds holding AMAX within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by WealthPlan Investment Management LLC. For more details on the positions held by WealthPlan Investment Management LLC (or by any of the other funds holding AMAX), click the fund name in the "Holder" column of the funds-holding-AMAX table below.

HolderAmountPosition Size
($ in 1000's)
 As of
WealthPlan Investment Management LLC1,388,038$10,577 12/31/2023
     AMAX1,388,038$10,577 12/31/2023
WealthPLAN Partners LLC796,039$6,066 12/31/2023
     AMAX796,039$6,066 12/31/2023
Kestra Private Wealth Services LLC423,044$3,224 12/31/2023
     AMAX423,044$3,224 12/31/2023
LPL Financial LLC232,090$1,769 12/31/2023
     AMAX232,090$1,769 12/31/2023
Encompass More Asset Management206,567$1,574 12/31/2023
     AMAX206,567$1,574 12/31/2023
Atria Investments LLC192,864$1,470 12/31/2023
     AMAX192,864$1,470 12/31/2023
Gallagher Fiduciary Advisors LLC183,519$1,398 12/31/2023
     AMAX183,519$1,398 12/31/2023
Envestnet Asset Management Inc.121,527$926 12/31/2023
     AMAX121,527$926 12/31/2023
Cetera Advisors LLC121,197$924 12/31/2023
     AMAX121,197$924 12/31/2023
Cetera Advisor Networks LLC90,311$688 12/31/2023
     AMAX90,311$688 12/31/2023
Centaurus Financial Inc.39,969$305 12/31/2023
     AMAX39,969$305 12/31/2023
Advisor Group Holdings Inc.39,613$302 12/31/2023
     AMAX39,613$302 12/31/2023
Jane Street Group LLC33,929$259 12/31/2023
     AMAX33,929$259 12/31/2023
Bank of Montreal Can26,533$204 12/31/2023
     AMAX26,533$204 12/31/2023
Commonwealth Equity Services LLC24,226$185 12/31/2023
     AMAX24,226$185 12/31/2023
Empirical Asset Management LLC14,317$109 12/31/2023
     AMAX14,317$109 12/31/2023
JPMorgan Chase & Co.1,067$8 12/31/2023
     AMAX1,067$8 12/31/2023
Proequities Inc.0$0 12/31/2023
     AMAX0$0 12/31/2023

See Summary: Institutional Holders of AMAX
See Details: Top 10 Hedge Funds Holding AMAX
Also See: AMAX Holdings Changes

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