Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / ADAPTIVE ALPHA
-
Total 13F shares
-
602,110
-
Share change
-
+28,122
-
Total reported value
-
$17,198,795
-
Price per share
-
$28.56
-
Number of holders
-
7
-
Value change
-
+$805,707
-
Number of buys
-
5
-
Number of sells
-
2
Institutional Holders of STARBOARD INVT TR - ADAPTIVE ALPHA (AGOX) as of Q4 2025
As of 31 Dec 2025,
STARBOARD INVT TR - ADAPTIVE ALPHA (AGOX) was held by
7 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
602,110 shares.
The largest 7 holders included
Stratos Wealth Partners, LTD., PARTNERS WEALTH MANAGEMENT, LLC, FIRETHORN WEALTH PARTNERS, LLC, Avior Wealth Management, LLC, Prime Capital Investment Advisors, LLC, Newbridge Financial Services Group, Inc., and SILVER OAK SECURITIES, INCORPORATED.
This page lists
7
institutional shareholders reporting positions in this security
for the Q4 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.