DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
AMAX

STARBOARD INVT TR

23 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 85521B783·23 13F holders·last filed Mar 31, 2026
Market cap
3.0%
vs prior quarter
13F value held
$36M
52.0% inst. owned
of float
Holders
23
-23 QoQ
filers reporting
Activity
+17 / −110
+827 added · −889 reduced
this quarter
Concentration
26.34%
KESTRA PRIVATE WEALTH SERVICES, LLC #1
top holder share
AI Holders Summary · Q1 2026

23 institutions reported AMAX in Q1 2026. KESTRA PRIVATE WEALTH SERVICES, LLC leads at 26.3% of the visible book. -23 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$9M1.2M0.12%Q1 2026
02
LPL Financial LLC
CIK 0001403438
$8M1.0M0.00%Q1 2026
03
PARTNERS WEALTH MANAGEMENT, LLC
CIK 0002054714
$6M801K6.34%Q1 2026
04
Encompass More Asset Management
CIK 0002011218
$3M383K0.49%Q1 2026
05
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M361K0.00%Q1 2026
06
Rockport Wealth LLC
CIK 0002022866
$3M341K0.48%Q1 2026
07
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M136K0.00%Q1 2026
08
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$466,95961K0.00%Q1 2026
09
NewEdge Advisors, LLC
CIK 0001633516
$402,84852K0.00%Q1 2026
10
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$359,71647K0.00%Q1 2026
11
LaSalle St. Investment Advisors, LLC
CIK 0001966193
$304,48140K0.04%Q1 2026
12
INTEGRITY ALLIANCE, LLC.
CIK 0001352260
$294,09938K0.01%Q1 2026
13
Cetera Investment Advisers
CIK 0001666741
$246,61332K0.00%Q1 2026
14
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$142,00018K0.01%Q4 2025
15
Empirical Asset Management, LLC
CIK 0001926596
$93,75912K0.02%Q1 2026
16
HRT FINANCIAL LP
CIK 0001475597
$90,00011K0.00%Q4 2025
17
Ausdal Financial Partners, Inc.
CIK 0001667146
$84,99511K0.00%Q1 2026
18
Atria Investments, Inc
CIK 0001535865
$84,99511K0.00%Q1 2026
19
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$79,83410K0.00%Q1 2026
20
Janney Montgomery Scott LLC
CIK 0001329948
$43456K0.00%Q1 2026
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