Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / ADAPTIVE ALPHA
-
Number of holders
-
44
-
Total 13F shares, excl. options
-
7,255,771
-
Shares change
-
-1,282,912
-
Total reported value, excl. options
-
$213,667,570
-
Value change
-
-$36,467,482
-
Number of buys
-
16
-
Number of sells
-
-32
-
Price
-
$29.58
Significant Holders of STARBOARD INVT TR - ADAPTIVE ALPHA (AGOX) as of Q2 2025
56 filings reported holding AGOX - STARBOARD INVT TR - ADAPTIVE ALPHA as of Q2 2025.
STARBOARD INVT TR - ADAPTIVE ALPHA (AGOX) has 44 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,255,771 shares
.
Largest 10 shareholders include Ameritas Advisory Services, LLC (1,106,639 shares), KESTRA PRIVATE WEALTH SERVICES, LLC (896,633 shares), Octavia Wealth Advisors, LLC (817,468 shares), Royal Bank of Canada (484,343 shares), ENVESTNET ASSET MANAGEMENT INC (451,954 shares), WealthPlan Investment Management, LLC (383,944 shares), LPL Financial LLC (366,921 shares), UBS Group AG (359,346 shares), Cetera Investment Advisers (354,263 shares), and Encompass More Asset Management (270,883 shares).
This table shows the top 44 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.