13F Insight
DOSSIER · 13F Holders · Q3 2026
AGOX

STARBOARD INVT TR

52 institutions still hold STARBOARD INVT TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 85521B742·52 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$299M
visible holders
Holders
52
filers reporting
Concentration
25.08%
Berman McAleer LLC #1
top holder share
AI Holders Summary · Q3 2026

52 institutions reported AGOX in Q3 2026. Berman McAleer LLC leads at 25.1% 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
$75M2.2M8.69%Q3 202602
Ameritas Advisory Services, LLC
CIK 0001901275
$52M1.5M1.05%Q2 202603
ROYAL BANK OF CANADA
CIK 0001000275
$33M955K0.00%Q2 202604
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$24M699K0.27%Q2 202605
LPL Financial LLC
CIK 0001403438
$17M481K0.00%Q2 202606
Cetera Investment Advisers
CIK 0001666741
$15M428K0.01%Q2 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$14M401K0.00%Q2 202608
UBS Group AG
CIK 0001610520
$10M301K0.00%Q2 202609
Stratos Wealth Partners, LTD.
CIK 0001612865
$10M279K0.10%Q2 202610
Octavia Wealth Advisors, LLC
CIK 0001841259
$9M271K0.81%Q2 202611
PARTNERS WEALTH MANAGEMENT, LLC
CIK 0002054714
$8M221K7.52%Q2 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$8M219K0.01%Q2 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$6M174K0.01%Q2 202614
WealthPlan Investment Management, LLC
CIK 0001929986
$4M118K0.19%Q3 202615
Global Retirement Partners, LLC
CIK 0001749744
$4M112K0.06%Q2 202616
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$2M75K0.01%Q2 202517
INTEGRITY ALLIANCE, LLC.
CIK 0001352260
$2M61K0.07%Q2 202618
NewEdge Advisors, LLC
CIK 0001633516
$2M59K0.01%Q2 202619
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M59K0.00%Q2 202620
WealthPLAN Partners, LLC
CIK 0001639943
$2M61K0.37%Q3 2026
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