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Disclosery

AGOX STARBOARD INVT TR

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ADAPTIVE ALPHA (fund)

48 managers (49 13F filers) reported a position in AGOX shares at 2026-06-30, 9,060,291 shares in all. 12 filers opened a position and 8 filers sold out during the quarter.

Managers
48
13F filers
49
New
12
Added
12
Reduced
16
Sold out
8
Shares held by filers
9,060,291

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Berman McAleer LLC2,226,581$77.2M8.94%-9,88713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,496,765$51.9M1.05%+541,73213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA954,702$33.1M0.01%+36,20413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding709,077$24.6M-197,671Timeline
LPL Financial LLC480,786$16.7M<0.01%+71,10213F-HRTimeline
Cetera Investment Advisers427,633$14.8M0.01%-10,52213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC401,022$13.9M<0.01%-34,96413F-HRTimelineGroup
UBS Group AGin group UBS Group AG301,095$10.4M<0.01%-40,46513F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.278,915$9.67M0.1%-34913F-HRTimelineGroup
Octavia Wealth Advisors, LLC271,431$9.41M0.81%+27,01013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC221,209$7.67M7.52%+9,03313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.219,294$7.6M0.01%+34,58713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC174,161$6.04M0.01%-24,38213F-HRTimeline
WealthPlan Investment Management, LLC143,079$4.96M0.25%-41,39013F-HRTimeline
Global Retirement Partners, LLC112,278$3.89M0.06%13F-HRTimeline
WealthPLAN Partners, LLC84,406$2.93M0.56%-49,21313F-HRTimeline
INTEGRITY ALLIANCE, LLC.60,735$2.11M0.07%+65013F-HRTimeline
NewEdge Advisors, LLC59,081$2.05M0.01%-51213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…58,735$2.04M<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC58,256$2.02M<0.01%-30013F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC51,768$1.79M0.58%+19,19713F-HRTimeline
Empirical Asset Management, LLC45,419$1.57M0.35%+37813F-HRTimeline
Goldstone Financial Group, LLC29,492$1.02M0.09%-1,63613F-HRTimeline
Avior Wealth Management, LLC25,801$894K0.02%013F-HRTimeline
Prime Capital Investment Advisors, LLC22,832$791K0.01%-8,07413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO21,212$735K<0.01%+19,67613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS15,245$528K<0.01%013F-HRTimeline
Atria Investments, Inc12,345$428K<0.01%-18113F-HRTimeline
CENTAURUS FINANCIAL, INC.10,507$364K0.01%-60013F-HRTimeline
Janney Montgomery Scott LLC10,203$354K<0.01%013F-HRTimeline
OLD MISSION CAPITAL LLC8,911$309K0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC8,264$286K0.02%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC8,157$282K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,551$262K<0.01%-85413F-HRTimelineGroup
NFSG Corp7,406$257K0.03%013F-HRTimeline
Summit Financial, LLC7,188$249K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC6,495$225K<0.01%new13F-HRTimeline
Ausdal Financial Partners, Inc.6,107$212K0.01%new13F-HRTimeline
Encompass More Asset Management5,982$207K0.03%new13F-HRTimeline
Steward Partners Investment Advisory, L…3,582$124K<0.01%+12713F-HRTimeline
Heritage Wealth Advisors3,216$111K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,063$36.9K<0.01%+2713F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,032$35.8K<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.807$28K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC235$8.14K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN114$3.95K<0.01%new13F-HRTimelineGroup
Security National Bank68$2.36K<0.01%013F-HRTimeline
Allworth Financial LP48$1.66K<0.01%013F-HRTimeline