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Disclosery

AGOX STARBOARD INVT TR

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ADAPTIVE ALPHA (fund)

44 managers (45 13F filers) reported a position in AGOX shares at 2025-06-30, 7,255,783 shares in all. 5 filers opened a position and 12 filers sold out during the quarter.

Managers
44
13F filers
45
New
5
Added
11
Reduced
19
Sold out
12
Shares held by filers
7,255,783

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,106,639$32.7M1.71%-270,78913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding907,393$26.8M-790,091Timeline
Octavia Wealth Advisors, LLC817,468$24.2M2.75%-24,70113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA484,355$14.3M<0.01%+117,31613F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC451,954$13.4M<0.01%-70,81313F-HRTimelineGroup
WealthPlan Investment Management, LLC383,944$11.4M0.83%+136,12913F-HRTimeline
LPL Financial LLC366,921$10.9M<0.01%-12,46213F-HRTimeline
UBS Group AGin group UBS Group AG359,346$10.6M<0.01%-7,96213F-HRTimelineGroup
Cetera Investment Advisers354,263$10.5M0.02%-99,70613F-HRTimeline
Encompass More Asset Management270,883$8.01M1.88%-9,37413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.266,616$7.89M0.11%-69213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.257,788$7.63M0.01%+24,98013F-HR/ATimelineGroup
WealthPLAN Partners, LLC183,312$5.42M0.87%-126,02213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC178,056$5.27M0.01%+16,16213F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC183,122$4.46M5.08%013F-HRTimeline
Global Retirement Partners, LLC120,908$3.58M0.09%13F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…110,396$3.27M1.39%+12,10113F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.75,352$2.23M0.01%new13F-HRTimeline
NewEdge Advisors, LLC52,709$1.56M0.01%+8,61913F-HRTimeline
Empirical Asset Management, LLC42,315$1.25M0.39%+25113F-HRTimeline
Goldstone Financial Group, LLC36,884$1.08M0.14%-2,63713F-HRTimeline
M Holdings Securities, Inc.29,993$887K0.15%new13F-HRTimeline
Avior Wealth Management, LLC25,009$740K0.03%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC20,462$605K0.26%013F-HRTimeline
OLD MISSION CAPITAL LLC19,115$565K0.02%+6,62413F-HRTimeline
Prime Capital Investment Advisors, LLC16,898$500K0.01%-2,21313F-HRTimeline
Atria Wealth Solutions, Inc.15,345$453K0.01%-2,28513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS14,778$437K<0.01%013F-HRTimeline
Atria Investments, Inc13,934$412K<0.01%-3213F-HRTimeline
Cambridge Investment Research Advisors,…13,361$395K<0.01%-2,54913F-HRTimeline
NFSG Corp13,216$391K0.06%-2,26713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,294$334K0.01%-1,63513F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.10,751$318K0.02%+60013F-HRTimeline
Janney Montgomery Scott LLC9,103$269K<0.01%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC8,218$243K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…7,209$213K<0.01%+55313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC7,191$212K0.01%-2,51713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,176$93.9K<0.01%013F-HRTimelineGroup
COMERICA BANK3,000$88.7K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,027$60K<0.01%+45913F-HRTimelineGroup
WEBSTER BANK, N. A.574$17K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC455$13.5K<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC50$1.48K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.