13F Insight
DOSSIER · 13F Holders · Q2 2026
AGOX

STARBOARD INVT TR

47 institutions still hold STARBOARD INVT TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 85521B742·47 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$250M
visible holders
Holders
47
filers reporting
Concentration
30.89%
Berman McAleer LLC #1
top holder share
AI Holders Summary · Q2 2026

47 institutions reported AGOX in Q2 2026. Berman McAleer LLC leads at 30.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Berman McAleer LLC
CIK 0002094332
$77M2.2M8.94%Q2 202602
Ameritas Advisory Services, LLC
CIK 0001901275
$25M955K0.99%Q1 202603
ROYAL BANK OF CANADA
CIK 0001000275
$24M918K0.00%Q1 202604
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$24M907K0.30%Q1 202605
Cetera Investment Advisers
CIK 0001666741
$12M438K0.01%Q1 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$12M436K0.00%Q1 202607
LPL Financial LLC
CIK 0001403438
$11M410K0.00%Q1 202608
Octavia Wealth Advisors, LLC
CIK 0001841259
$9M271K0.81%Q2 202609
UBS Group AG
CIK 0001610520
$9M342K0.00%Q1 202610
PARTNERS WEALTH MANAGEMENT, LLC
CIK 0002054714
$8M221K7.52%Q2 202611
Stratos Wealth Partners, LTD.
CIK 0001612865
$7M279K0.08%Q1 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M199K0.01%Q1 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M185K0.01%Q1 202614
WealthPlan Investment Management, LLC
CIK 0001929986
$5M184K0.27%Q1 202615
WealthPLAN Partners, LLC
CIK 0001639943
$4M134K0.69%Q1 202616
Global Retirement Partners, LLC
CIK 0001749744
$4M123K0.06%Q4 202517
Prosperity Financial Group, Inc.
CIK 0001991334
$3M116K1.14%Q1 202618
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$2M75K0.01%Q2 202519
FIRETHORN WEALTH PARTNERS, LLC
CIK 0001845743
$2M52K0.58%Q2 202620
INTEGRITY ALLIANCE, LLC.
CIK 0001352260
$2M60K0.06%Q1 2026
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