Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / ADAPTIVE ALPHA
-
Number of holders
-
26
-
Total 13F shares, excl. options
-
4,520,847
-
Shares change
-
+4,456,615
-
Total reported value, excl. options
-
$118,656,000
-
Value change
-
+$116,973,000
-
Number of buys
-
25
-
Price
-
$26.20
Significant Holders of STARBOARD INVT TR - ADAPTIVE ALPHA (AGOX) as of Q2 2021
26 filings reported holding AGOX - STARBOARD INVT TR - ADAPTIVE ALPHA as of Q2 2021.
STARBOARD INVT TR - ADAPTIVE ALPHA (AGOX) has 26 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,520,847 shares
.
Largest 10 shareholders include F3Logic, LLC (1,582,253 shares), WealthPLAN Partners, LLC (682,622 shares), ROYAL BANK OF CANADA (496,555 shares), LPL Financial LLC (407,607 shares), Stratos Wealth Partners, LTD. (250,830 shares), Octavia Wealth Advisors, LLC (200,939 shares), Cetera Advisors LLC (118,361 shares), OSAIC HOLDINGS, INC. (96,054 shares), HARVEST GROUP WEALTH MANAGEMENT, LLC (95,102 shares), and Newbridge Financial Services Group, Inc. (83,683 shares).
This table shows the top 26 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.