PMV Adaptive Risk Parity is a publicly traded company on XNYS. As of Q3 2025, 8 institutional investors hold shares in this company, with total holdings valued at $43.1M. Latitude Advisors, LLC is the largest holder with a position valued at $22.3M.
Overview of institutional ownership in ARP as of Q3 2025
Institutions with the largest positions in ARP as of Q3 2025
| Institution | Position Value |
|---|---|
L Latitude Advisors, LLC RIA/Wealth | $22.3M 10.33% of portfolio |
PMV Capital Advisers, LLC RIA/Wealth | $15.3M 29.62% of portfolio |
Castleview Partners, LLC RIA/Wealth | $3.6M 2.17% of portfolio |
VisionPoint Advisory Group, LLC RIA/Wealth | $633.5K 0.13% of portfolio |
INTEGRITY ALLIANCE, LLC. RIA/Wealth | $467.9K 0.02% of portfolio |
Ausdal Financial Partners, Inc. RIA/Wealth | $426.7K 0.02% of portfolio |
Advyzon Investment Management, LLC RIA/Wealth | $393.7K 0.07% of portfolio |
MORGAN STANLEY RIA/Wealth | $31.0 0.00% of portfolio |
Sound Income Strategies, LLC RIA/Wealth | - 0.00% of portfolio |
Institutional buying and selling activity for ARP in Q3 2025
| Institution | Net Bought |
|---|---|
PMV Capital Advisers, LLC RIA/Wealth | +$1.4M +46.6K shares |
Castleview Partners, LLC RIA/Wealth | +$1.2M +38.7K shares |
L Latitude Advisors, LLC RIA/Wealth | +$690.6K +22.5K shares |
Ausdal Financial Partners, Inc. RIA/Wealth | +$426.7K +13.9K shares |
Advyzon Investment Management, LLC RIA/Wealth | +$393.7K +12.8K shares |
| Institution | Net Sold |
|---|---|
INTEGRITY ALLIANCE, LLC. RIA/Wealth | −$972.8K −31.6K shares |
Sound Income Strategies, LLC RIA/Wealth | −$139.7K −4.9K shares |
VisionPoint Advisory Group, LLC RIA/Wealth | −$36.7K −1.2K shares |
Institutions that initiated new positions or completely exited ARP in Q3 2025
| Institution | Position Value |
|---|---|
Ausdal Financial Partners, Inc. RIA/Wealth | $426.7K 13.9K shares |
Advyzon Investment Management, LLC RIA/Wealth | $393.7K 12.8K shares |
| Institution | Previous Position |
|---|---|
Sound Income Strategies, LLC RIA/Wealth | $139.7K 4.9K shares |
Institutions with the largest Call and Put options positions in ARP as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with ARP as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
PMV Capital Advisers, LLC RIA/Wealth | 29.62% $15.3M |
L Latitude Advisors, LLC RIA/Wealth | 10.33% $22.3M |
Castleview Partners, LLC RIA/Wealth | 2.17% $3.6M |
VisionPoint Advisory Group, LLC RIA/Wealth | 0.13% $633.5K |
Advyzon Investment Management, LLC RIA/Wealth | 0.07% $393.7K |
INTEGRITY ALLIANCE, LLC. RIA/Wealth | 0.02% $467.9K |
Ausdal Financial Partners, Inc. RIA/Wealth | 0.02% $426.7K |
MORGAN STANLEY RIA/Wealth | 0.00% $31.0 |
Sound Income Strategies, LLC RIA/Wealth | 0.00% - |
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