Institutional Ownership Starboard Invt Tr (AGOX)
This table provides information about the institutional ownership of Starboard Invt Tr (AGOX). We have compiled data on the 59 institutions that hold shares in the stock, with a total of 9.04 Million shares, which have been reported (via 13F filing form) to have a value of $270 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
2,174,902
shares
|
$65 Million
9.34% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
923,184
shares
|
$27.6 Million
0.4% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
847,658
shares
|
$25.3 Million
2.63% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
510,545
shares
|
$15.3 Million
0.0% of portfolio
|
Q2 2025
Added 31.96%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
445,015
shares
|
$13.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
440,076
shares
|
$13.2 Million
0.02% of portfolio
|
Q3 2025
Added 24.22%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
410,259
shares
|
$12.3 Million
0.91% of portfolio
|
Q3 2025
Added 6.85%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
377,927
shares
|
$11.3 Million
2.83% of portfolio
|
Q3 2025
Added 39.52%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
356,615
shares
|
$10.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
336,138
shares
|
$10.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.39%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
270,353
shares
|
$8.08 Million
0.1% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
231,322
shares
|
$6.92 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.27%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
228,156
shares
|
$6.82 Million
6.91% of portfolio
|
Q3 2025
Added 24.59%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
184,878
shares
|
$5.53 Million
0.96% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
174,178
shares
|
$5.21 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
145,767
shares
|
$4.36 Million
0.12% of portfolio
|
Q3 2021
Reduced 99.98%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
121,707
shares
|
$3.64 Million
0.09% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
116,177
shares
|
$3.47 Million
1.3% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
75,352
shares
|
$2.25 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
61,190
shares
|
$1.83 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
56,207
shares
|
$1.68 Million
0.01% of portfolio
|
Q3 2025
Added 6.64%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
53,896
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2025
Added 107692.0%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
43,317
shares
|
$1.3 Million
0.37% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
39,070
shares
|
$1.17 Million
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
39,070
shares
|
$1.17 Million
0.17% of portfolio
|
Q4 2022
Reduced 93.05%
|
|