- Type / Class
- Equity / ADAPTIVE ALPHA
- Total 13F shares
- 6,437,454
- Share change
- -332,244
- Total reported value
- $140,194,029
- Price per share
- $21.79
- Number of holders
- 34
- Value change
- -$7,162,592
- Number of buys
- 15
- Number of sells
- 16
Quarterly Holders Quick Answers
What is CUSIP 85521B742?
CUSIP 85521B742 identifies AGOX - STARBOARD INVT TR - ADAPTIVE ALPHA in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 85521B742:
Top shareholders of AGOX - STARBOARD INVT TR - ADAPTIVE ALPHA (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of STARBOARD INVT TR - ADAPTIVE ALPHA (AGOX) as of Q1 2023
As of 31 Mar 2023,
STARBOARD INVT TR - ADAPTIVE ALPHA (AGOX) was held by
34 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,437,454 shares.
The largest 10 holders included
Kestra Advisory Services, LLC, Ameritas Advisory Services, LLC, Octavia Wealth Advisors, LLC, Royal Bank of Canada, WealthPLAN Partners, LLC, LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC, Stratos Wealth Partners, LTD., ADVISOR GROUP HOLDINGS, INC., and WealthPlan Investment Management, LLC.
This page lists
34
institutional shareholders reporting positions in this security
for the Q1 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2023 vs Q4 2022 Across Filers
Q4 2022 holders
37
Q1 2023 holders
34
Holder diff
-3
| Investor | Q4 2022 Shares | Q1 2023 Shares | Share Diff | Share Chg % | Q4 2022 Value $ | Q1 2023 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.