Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / ADAPTIVE ALPHA
-
Number of holders
-
27
-
Total 13F shares, excl. options
-
5,563,356
-
Shares change
-
+1,126,676
-
Total reported value, excl. options
-
$142,845,643
-
Value change
-
+$28,862,998
-
Number of buys
-
20
-
Number of sells
-
-7
-
Price
-
$25.72
Significant Holders of STARBOARD INVT TR - ADAPTIVE ALPHA (AGOX) as of Q3 2021
30 filings reported holding AGOX - STARBOARD INVT TR - ADAPTIVE ALPHA as of Q3 2021.
STARBOARD INVT TR - ADAPTIVE ALPHA (AGOX) has 27 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,563,356 shares
.
Largest 10 shareholders include F3Logic, LLC (1,519,920 shares), WealthPLAN Partners, LLC (894,441 shares), Octavia Wealth Advisors, LLC (771,351 shares), ROYAL BANK OF CANADA (509,508 shares), LPL Financial LLC (415,812 shares), Savior LLC (363,432 shares), Stratos Wealth Partners, LTD. (222,419 shares), Cetera Advisors LLC (123,741 shares), HARVEST GROUP WEALTH MANAGEMENT, LLC (101,719 shares), and ADVISOR GROUP HOLDINGS, INC. (95,182 shares).
This table shows the top 27 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.