Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / ADAPTIVE ALPHA
-
Total 13F shares
-
7,255,771
-
Share change
-
-1,282,912
-
Total reported value
-
$213,667,570
-
Price per share
-
$29.58
-
Number of holders
-
44
-
Value change
-
-$36,467,482
-
Number of buys
-
16
-
Number of sells
-
32
Institutional Holders of STARBOARD INVT TR - ADAPTIVE ALPHA (AGOX) as of Q2 2025
As of 30 Jun 2025,
STARBOARD INVT TR - ADAPTIVE ALPHA (AGOX) was held by
44 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,255,771 shares.
The largest 10 holders included
Ameritas Advisory Services, LLC, KESTRA PRIVATE WEALTH SERVICES, LLC, Octavia Wealth Advisors, LLC, Royal Bank of Canada, ENVESTNET ASSET MANAGEMENT INC, WealthPlan Investment Management, LLC, LPL Financial LLC, UBS Group AG, Cetera Investment Advisers, and Encompass More Asset Management.
This page lists
44
institutional shareholders reporting positions in this security
for the Q2 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.