Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / ADAPTIVE HDGD MU
-
Number of holders
-
17
-
Total 13F shares, excl. options
-
2,533,753
-
Shares change
-
-118,399
-
Total reported value, excl. options
-
$19,802,425
-
Value change
-
-$846,051
-
Number of buys
-
9
-
Number of sells
-
-11
-
Price
-
$7.86
Significant Holders of STARBOARD INVT TR - ADAPTIVE HDGD MU (AMAX) as of Q2 2025
21 filings reported holding AMAX - STARBOARD INVT TR - ADAPTIVE HDGD MU as of Q2 2025.
STARBOARD INVT TR - ADAPTIVE HDGD MU (AMAX) has 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,533,753 shares
.
Largest 10 shareholders include KESTRA PRIVATE WEALTH SERVICES, LLC (955,808 shares), Encompass More Asset Management (503,509 shares), PARTNERS WEALTH MANAGEMENT, LLC (304,637 shares), Rockport Wealth LLC (291,495 shares), LPL Financial LLC (227,299 shares), Cetera Investment Advisers (57,485 shares), M Holdings Securities, Inc. (49,269 shares), NewEdge Advisors, LLC (37,181 shares), Empirical Asset Management, LLC (18,887 shares), and CENTAURUS FINANCIAL, INC. (18,446 shares).
This table shows the top 17 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.