Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / ADAPTIVE ALPHA
-
Total 13F shares
-
8,414,698
-
Share change
-
-1,373,930
-
Total reported value
-
$205,995,462
-
Price per share
-
$24.47
-
Number of holders
-
50
-
Value change
-
-$33,860,807
-
Number of buys
-
23
-
Number of sells
-
24
Institutional Holders of STARBOARD INVT TR - ADAPTIVE ALPHA (AGOX) as of Q1 2025
As of 31 Mar 2025,
STARBOARD INVT TR - ADAPTIVE ALPHA (AGOX) was held by
50 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,414,698 shares.
The largest 10 holders included
Ameritas Advisory Services, LLC, KESTRA PRIVATE WEALTH SERVICES, LLC, Octavia Wealth Advisors, LLC, Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC, Cetera Investment Advisers, LPL Financial LLC, UBS Group AG, ROYAL BANK OF CANADA, and WealthPLAN Partners, LLC.
This page lists
50
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| 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.