Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / ADAPTIVE ALPHA
-
Number of holders
-
39
-
Total 13F shares, excl. options
-
8,533,834
-
Shares change
-
+302,902
-
Total reported value, excl. options
-
$237,894,135
-
Value change
-
+$8,674,874
-
Number of buys
-
20
-
Number of sells
-
-18
-
Price
-
$27.88
Significant Holders of STARBOARD INVT TR - ADAPTIVE ALPHA (AGOX) as of Q2 2024
42 filings reported holding AGOX - STARBOARD INVT TR - ADAPTIVE ALPHA as of Q2 2024.
STARBOARD INVT TR - ADAPTIVE ALPHA (AGOX) has 39 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8,533,834 shares
.
Largest 10 shareholders include Kestra Advisory Services, LLC (1,647,834 shares), Ameritas Advisory Services, LLC (1,485,976 shares), KESTRA PRIVATE WEALTH SERVICES, LLC (810,015 shares), Octavia Wealth Advisors, LLC (748,888 shares), ENVESTNET ASSET MANAGEMENT INC (505,862 shares), Cetera Investment Advisers (417,882 shares), Royal Bank of Canada (412,683 shares), LPL Financial LLC (404,287 shares), WealthPLAN Partners, LLC (332,843 shares), and Stratos Wealth Partners, LTD. (253,398 shares).
This table shows the top 39 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.