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Disclosery

AGOX STARBOARD INVT TR

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ADAPTIVE ALPHA (fund)

44 managers (44 13F filers) reported a position in AGOX shares at 2026-03-31, 8,689,984 shares in all. 5 filers opened a position and 8 filers sold out during the quarter.

Managers
44
13F filers
44
New
5
Added
9
Reduced
22
Sold out
8
Shares held by filers
8,689,984

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Berman McAleer LLC2,236,468$59.5M8.12%+50,58413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…955,033$25.4M0.99%-8,43513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA918,498$24.4M<0.01%+408,73113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding906,748$24.1M-102,435Timeline
Cetera Investment Advisers438,155$11.7M0.01%-5,14813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC435,986$11.6M<0.01%-14,63013F-HRTimelineGroup
LPL Financial LLC409,684$10.9M<0.01%-33,56313F-HRTimeline
UBS Group AGin group UBS Group AG341,560$9.09M<0.01%+1,36913F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.279,264$7.43M0.08%-37213F-HRTimelineGroup
Octavia Wealth Advisors, LLC244,421$6.51M0.62%-645,80213F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC212,176$5.65M5.82%-19,49413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC198,543$5.29M0.01%+15,47613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.184,707$4.92M0.01%-38,47913F-HRTimelineGroup
WealthPlan Investment Management, LLC184,469$4.91M0.27%-161,28713F-HRTimeline
WealthPLAN Partners, LLC133,619$3.56M0.69%-40,59613F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…116,214$3.09M1.14%-513F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.60,085$1.6M0.06%013F-HRTimeline
NewEdge Advisors, LLC59,593$1.59M0.01%-2,92613F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC58,556$1.56M<0.01%-73113F-HRTimelineGroup
Empirical Asset Management, LLC45,041$1.2M0.32%+36613F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC32,571$867K0.32%+3,64313F-HRTimeline
Goldstone Financial Group, LLC31,128$829K0.09%-3,77313F-HRTimeline
Prime Capital Investment Advisors, LLC30,906$823K0.01%+14,18513F-HRTimeline
Foundations Investment Advisors, LLC27,031$720K0.01%-16,66813F-HRTimeline
Avior Wealth Management, LLC25,801$687K0.02%013F-HRTimeline
GTS SECURITIES LLC22,869$609K0.02%+8,17713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,540$467K<0.01%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS15,245$406K<0.01%013F-HRTimeline
Atria Investments, Inc12,526$333K<0.01%-2713F-HRTimeline
CENTAURUS FINANCIAL, INC.11,107$296K0.01%013F-HRTimeline
Janney Montgomery Scott LLC10,203$272K<0.01%-1,62713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,405$224K<0.01%-92313F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC8,218$219K<0.01%013F-HRTimelineGroup
NFSG Corp7,406$197K0.03%-2,90613F-HRTimeline
Steward Partners Investment Advisory, L…3,455$92K<0.01%-2,07413F-HRTimeline
HARBOUR INVESTMENTS, INC.1,500$39.9K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,536$39.6K<0.01%+34513F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,036$27.6K<0.01%-113F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,032$27.5K<0.01%new13F-HRTimelineGroup
Indiana Trust & Investment Management Co724$19.3K0.01%new13F-HRTimeline
WEBSTER BANK, N. A.574$15.3K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC235$6.26K<0.01%013F-HRTimelineGroup
Security National Bank68$1.81K<0.01%new13F-HRTimeline
Allworth Financial LP48$1.28K<0.01%013F-HRTimeline