13F Insight
DOSSIER · 13F Holders · Q1 2026
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
—
13F value held
$36M
visible holders
Holders
23
filers reporting
Concentration
25.69%
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 25.7% of the visible book.

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 202602
LPL Financial LLC
CIK 0001403438
$8M1.0M0.00%Q1 202603
PARTNERS WEALTH MANAGEMENT, LLC
CIK 0002054714
$7M892K6.47%Q2 202604
Encompass More Asset Management
CIK 0002011218
$3M400K0.43%Q2 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M361K0.00%Q1 202606
Rockport Wealth LLC
CIK 0002022866
$3M341K0.48%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M136K0.00%Q1 202608
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$467K61K0.00%Q1 202609
Janney Montgomery Scott LLC
CIK 0001329948
$434K56K0.00%Q1 202610
NewEdge Advisors, LLC
CIK 0001633516
$403K52K0.00%Q1 202611
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$360K47K0.00%Q1 202612
LaSalle St. Investment Advisors, LLC
CIK 0001966193
$304K40K0.04%Q1 202613
INTEGRITY ALLIANCE, LLC.
CIK 0001352260
$294K38K0.01%Q1 202614
Cetera Investment Advisers
CIK 0001666741
$247K32K0.00%Q1 202615
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$142K18K0.01%Q4 202516
Empirical Asset Management, LLC
CIK 0001926596
$94K12K0.02%Q1 202617
HRT FINANCIAL LP
CIK 0001475597
$90K11K0.00%Q4 202518
Ausdal Financial Partners, Inc.
CIK 0001667146
$85K11K0.00%Q1 202619
Atria Investments, Inc
CIK 0001535865
$85K11K0.00%Q1 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$80K10K0.00%Q1 2026
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