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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 2025-12-31, 9,822,766 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.

Managers
48
13F filers
49
New
2
Added
24
Reduced
16
Sold out
2
Shares held by filers
9,822,766

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Berman McAleer LLC2,185,884$62.4M8.53%+10,98213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,009,183$28.8M+64,808Timeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…963,468$27.5M1.03%+926,63913F-HRTimelineGroup
Octavia Wealth Advisors, LLC890,223$25.4M2.43%+42,56513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA509,767$14.6M<0.01%-77813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC450,616$12.9M<0.01%+5,60113F-HRTimelineGroup
Cetera Investment Advisers443,303$12.7M0.01%+3,22713F-HRTimeline
LPL Financial LLC443,247$12.7M<0.01%+107,10913F-HRTimeline
Encompass More Asset Management374,909$10.7M1.98%-3,01813F-HRTimeline
WealthPlan Investment Management, LLC345,756$9.87M0.63%-64,50313F-HRTimeline
UBS Group AGin group UBS Group AG340,191$9.72M<0.01%-16,42413F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.279,636$7.99M0.09%+9,28313F-HRTimelineGroup
PARTNERS WEALTH MANAGEMENT, LLC231,670$6.62M6.91%+3,51413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.223,186$6.37M0.01%-8,13613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC183,067$5.23M0.01%+8,88913F-HRTimeline
WealthPLAN Partners, LLC174,215$4.98M0.74%-10,66313F-HRTimeline
Global Retirement Partners, LLC123,417$3.52M0.06%+1,71013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…116,219$3.32M1.2%+4213F-HRTimelineGroup
NewEdge Advisors, LLC62,519$1.79M0.01%+6,31213F-HRTimeline
INTEGRITY ALLIANCE, LLC.60,085$1.72M0.06%-1,10513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC59,287$1.69M<0.01%+5,39113F-HRTimelineGroup
Empirical Asset Management, LLC44,675$1.28M0.36%+1,35813F-HRTimeline
Foundations Investment Advisors, LLC43,699$1.25M0.02%+16,96213F-HRTimeline
Goldstone Financial Group, LLC34,901$997K0.11%-1,53813F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC28,928$826K0.31%+8,05313F-HRTimeline
Avior Wealth Management, LLC25,801$737K0.02%+79213F-HRTimeline
Prime Capital Investment Advisors, LLC16,721$478K0.01%-13013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS15,245$435K<0.01%+46713F-HRTimeline
GTS SECURITIES LLC14,692$420K0.01%+3,87813F-HRTimeline
OLD MISSION CAPITAL LLC13,921$398K0.02%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,681$362K<0.01%-7,38513F-HRTimelineGroup
Atria Investments, Inc12,553$359K<0.01%-1,70313F-HRTimeline
Janney Montgomery Scott LLC11,830$338K<0.01%+1,72713F-HRTimeline
CENTAURUS FINANCIAL, INC.11,107$317K0.01%013F-HRTimeline
NFSG Corp10,312$295K0.05%-2,43213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,328$266K<0.01%-2,36313F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED9,042$261K0.02%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC8,218$252K<0.01%013F-HRTimelineGroup
Summit Financial, LLC7,188$205K<0.01%-50413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC7,191$205K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…5,529$158K<0.01%+1,49013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,176$90.7K<0.01%013F-HRTimelineGroup
COMERICA BANK3,095$88.4K<0.01%+9513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,191$34K<0.01%+81513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,037$29.6K<0.01%013F-HR/ATimelineGroup
WEBSTER BANK, N. A.574$16.4K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC235$6.71K<0.01%013F-HRTimelineGroup
Allworth Financial LP48$1.37K<0.01%-5013F-HRTimeline