13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
AGOX

STARBOARD INVT TR

48 institutions still hold STARBOARD INVT TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 85521B742·48 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.3%
vs prior quarter
13F value held
$227M
65.0% inst. owned
of float
Holders
48
+8 QoQ
filers reporting
Activity
+13 / −51
+932 added · −723 reduced
this quarter
Concentration
26.21%
Berman McAleer LLC #1
top holder share
AI Holders Summary · Q1 2026

48 institutions reported AGOX in Q1 2026. Berman McAleer LLC leads at 26.2% of the visible book. +8 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Berman McAleer LLC
CIK 0002094332
$60M2.2M8.12%Q1 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
UBS Group AG
CIK 0001610520
$9M342K0.00%Q1 202609
Stratos Wealth Partners, LTD.
CIK 0001612865
$7M279K0.08%Q1 202610
Octavia Wealth Advisors, LLC
CIK 0001841259
$7M244K0.62%Q1 202611
PARTNERS WEALTH MANAGEMENT, LLC
CIK 0002054714
$6M212K5.82%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
INTEGRITY ALLIANCE, LLC.
CIK 0001352260
$2M60K0.06%Q1 202620
NewEdge Advisors, LLC
CIK 0001633516
$2M60K0.01%Q1 2026
Page 1 of 3
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