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

STARBOARD INVT TR

24 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 85521B783·24 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$46M
visible holders
Holders
24
filers reporting
Concentration
24.10%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

24 institutions reported AMAX in Q2 2026. LPL Financial LLC leads at 24.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$11M1.5M0.00%Q2 202602
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$10M1.4M0.11%Q2 202603
PARTNERS WEALTH MANAGEMENT, LLC
CIK 0002054714
$7M892K6.47%Q2 202604
Prosperity Financial Group, Inc.
CIK 0001991334
$4M606K1.39%Q2 202605
Encompass More Asset Management
CIK 0002011218
$3M400K0.43%Q2 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M368K0.00%Q2 202607
Rockport Wealth LLC
CIK 0002022866
$3M362K0.45%Q2 202608
FIG FINANCIAL ADVISORY SERVICES INC /ADV
CIK 0000753967
$1M196K0.85%Q2 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M135K0.00%Q2 202610
WCG Wealth Advisors LLC
CIK 0001855713
$691K93K0.02%Q2 202611
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$467K61K0.00%Q1 202612
Janney Montgomery Scott LLC
CIK 0001329948
$434K56K0.00%Q1 202613
NewEdge Advisors, LLC
CIK 0001633516
$401K54K0.00%Q2 202614
INTEGRITY ALLIANCE, LLC.
CIK 0001352260
$287K39K0.01%Q2 202615
LaSalle St. Investment Advisors, LLC
CIK 0001966193
$282K38K0.03%Q2 202616
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$142K18K0.01%Q4 202517
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$119K16K0.00%Q2 202618
Empirical Asset Management, LLC
CIK 0001926596
$91K12K0.02%Q2 202619
HRT FINANCIAL LP
CIK 0001475597
$90K11K0.00%Q4 202520
Ausdal Financial Partners, Inc.
CIK 0001667146
$83K11K0.00%Q2 2026
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