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Disclosery

AGOX STARBOARD INVT TR

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ADAPTIVE ALPHA (fund)

50 managers (51 13F filers) reported a position in AGOX shares at 2025-03-31, 8,414,699 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
50
13F filers
51
New
7
Added
16
Reduced
18
Sold out
6
Shares held by filers
8,414,699

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Kestra Advisory Services, LLCgroup of 2 filers holding1,697,484$41.5M-1,493,486Timeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,377,428$33.8M1.36%-63,28013F-HRTimelineGroup
Octavia Wealth Advisors, LLC842,169$20.6M2.5%+33,71713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC522,767$12.8M<0.01%-19,59513F-HRTimelineGroup
Cetera Investment Advisers453,969$11.1M0.02%+11,10113F-HRTimeline
LPL Financial LLC379,383$9.28M<0.01%-3,17313F-HRTimeline
UBS Group AGin group UBS Group AG367,308$8.99M<0.01%-4,02713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA367,039$8.98M<0.01%+9,84213F-HR/ATimelineGroup
WealthPLAN Partners, LLC309,334$7.57M1.07%+10,94013F-HRTimeline
Encompass More Asset Management280,257$6.86M2.05%+3,25213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.267,308$6.54M0.1%-36,84513F-HRTimelineGroup
WealthPlan Investment Management, LLC247,815$6.06M0.6%+13,17113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.232,808$5.7M0.01%-24,94413F-HRTimelineGroup
PARTNERS WEALTH MANAGEMENT, LLC183,122$4.48M5.08%+3,23413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC161,894$3.96M0.01%+15,12813F-HRTimeline
INTEGRITY ALLIANCE, LLC.130,495$3.19M0.13%+120,96113F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…98,295$2.4M1.2%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…62,928$1.54M<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC58,158$1.42M<0.01%+2,71713F-HRTimeline
NewEdge Advisors, LLC44,090$1.08M0.01%+21,57213F-HRTimeline
Empirical Asset Management, LLC42,064$1.03M0.35%+27813F-HRTimeline
Goldstone Financial Group, LLC39,521$967K0.15%-6,90413F-HRTimeline
Avior Wealth Management, LLC25,009$612K0.02%+113F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC20,462$501K0.24%-78713F-HRTimeline
Prime Capital Investment Advisors, LLC19,111$468K0.01%-56513F-HRTimeline
Atria Wealth Solutions, Inc.17,630$431K0.01%-82113F-HRTimeline
Cambridge Investment Research Advisors,…15,910$389K<0.01%+96813F-HRTimeline
NFSG Corp15,483$379K0.09%-26,56613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS14,778$362K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,929$351K0.01%013F-HRTimelineGroup
Atria Investments, Inc13,966$342K<0.01%+45413F-HRTimeline
OLD MISSION CAPITAL LLC12,491$306K0.01%-2,75013F-HRTimeline
Advisor Resource Council12,252$300K0.02%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.10,151$248K0.02%013F-HRTimeline
GTS SECURITIES LLC9,716$238K0.01%-6,05713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,708$237K0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,439$206K<0.01%+3913F-HR/ATimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC8,218$201K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…6,656$163K<0.01%new13F-HRTimeline
AE Wealth Management LLC6,179$151K<0.01%-16,21013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,176$77.7K<0.01%013F-HRTimelineGroup
COMERICA BANK3,000$73.4K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,568$38.4K<0.01%-1,19413F-HRTimelineGroup
Heritage Wealth Advisors1,226$30K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.574$14K<0.01%-5,74313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP406$9.87K<0.01%new13F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13$318<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10$256<0.01%013F-HRTimelineGroup
Hexagon Capital Partners LLC2$49<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.