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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 2025-09-30, 8,697,616 shares in all. 9 filers opened a position and 3 filers sold out during the quarter.

Managers
48
13F filers
49
New
9
Added
20
Reduced
12
Sold out
3
Shares held by filers
8,697,616

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC2,174,902$66.8M9.34%13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding944,375$29M+36,982Timeline
Octavia Wealth Advisors, LLC847,658$26M2.59%+30,19013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA510,545$15.7M<0.01%+26,19013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC445,015$13.7M<0.01%-6,93913F-HRTimelineGroup
Cetera Investment Advisers440,076$13.5M0.02%+85,81313F-HRTimeline
WealthPlan Investment Management, LLC410,259$12.6M0.84%+26,31513F-HRTimeline
Encompass More Asset Management377,927$11.6M2.23%+107,04413F-HRTimeline
UBS Group AGin group UBS Group AG356,615$10.9M<0.01%-2,73113F-HRTimelineGroup
LPL Financial LLC336,138$10.3M<0.01%-30,78313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.270,353$8.3M0.1%+3,73713F-HRTimelineGroup
PARTNERS WEALTH MANAGEMENT, LLC228,156$7M6.91%+45,03413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.231,322$6.92M0.01%-26,46613F-HRTimelineGroup
WealthPLAN Partners, LLC184,878$5.68M0.85%+1,56613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC174,178$5.35M0.01%-3,87813F-HRTimeline
Global Retirement Partners, LLC121,707$3.74M0.08%+79913F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…116,177$3.57M1.31%+5,78113F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.61,190$1.88M0.09%new13F-HRTimeline
NewEdge Advisors, LLC56,207$1.73M0.01%+3,49813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC53,896$1.65M<0.01%+53,84613F-HRTimelineGroup
Empirical Asset Management, LLC43,317$1.33M0.37%+1,00213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…36,829$1.13M0.07%-1,069,81013F-HRTimelineGroup
Goldstone Financial Group, LLC36,439$1.12M0.13%-44513F-HRTimeline
Foundations Investment Advisors, LLC26,737$821K0.01%new13F-HRTimeline
Avior Wealth Management, LLC25,009$768K0.02%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC20,875$641K0.25%+41313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,066$616K<0.01%new13F-HRTimelineGroup
Prime Capital Investment Advisors, LLC16,851$517K0.01%-4713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS14,778$454K<0.01%013F-HRTimeline
Atria Investments, Inc14,256$438K0.01%+32213F-HRTimeline
NFSG Corp12,744$391K0.06%-47213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,691$359K0.01%+39713F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.11,107$341K0.02%+35613F-HRTimeline
GTS SECURITIES LLC10,814$332K0.01%new13F-HRTimeline
Janney Montgomery Scott LLC10,103$310K<0.01%+1,00013F-HRTimeline
Ausdal Financial Partners, Inc.8,355$256K0.01%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC8,218$252K<0.01%013F-HRTimelineGroup
Summit Financial, LLC7,692$236K<0.01%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC7,191$220K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…4,039$124K<0.01%-3,17013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,176$97.5K<0.01%013F-HRTimelineGroup
COMERICA BANK3,000$92.1K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,037$31.8K<0.01%-99013F-HR/ATimelineGroup
WEBSTER BANK, N. A.574$17.6K<0.01%013F-HRTimeline
MAI Capital Management435$13.4K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO376$11.5K<0.01%new13F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC235$7.21K<0.01%-22013F-HRTimelineGroup
Allworth Financial LP98$3.01K<0.01%new13F-HRTimeline