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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
36,829
shares
|
$1.1 Million
0.08% of portfolio
|
Q3 2025
Reduced 96.67%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
36,439
shares
|
$1.09 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
26,737
shares
|
$799,436
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
25,009
shares
|
$747,769
0.03% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
21,191
shares
|
$633,610
0.0% of portfolio
|
Q3 2025
Added 96.94%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
20,875
shares
|
$624,162
0.28% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
20,066
shares
|
$599,973
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
16,851
shares
|
$503,844
0.01% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
15,345
shares
|
$458,815
0.01% of portfolio
|
Q2 2025
Reduced 12.96%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
14,778
shares
|
$441,862
0.0% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
14,256
shares
|
$426,254
0.01% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
14,225
shares
|
$425,327
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
12,744
shares
|
$381,045
0.06% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
11,691
shares
|
$349,560
0.01% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
11,107
shares
|
$332,099
0.02% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,814
shares
|
$323,338
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
10,103
shares
|
$302,079
0.0% of portfolio
|
Q3 2025
Added 10.99%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
8,355
shares
|
$249,814
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
8,218
shares
|
$245,718
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,994
shares
|
$239,020
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
7,692
shares
|
$229,990
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
7,191
shares
|
$215,010
0.01% of portfolio
|
Q2 2025
Reduced 25.93%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
6,786
shares
|
$202,901
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
4,039
shares
|
$120,766
0.0% of portfolio
|
Q3 2025
Reduced 43.97%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,176
shares
|
$94,962
0.0% of portfolio
|
Q2 2024
Reduced 22.08%
|
|