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AMAX STARBOARD INVT TR

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ADAPTIVE HDGD MU (fund)

22 managers (22 13F filers) reported a position in AMAX shares at 2026-06-30, 6,201,109 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
22
13F filers
22
New
3
Added
12
Reduced
7
Sold out
3
Shares held by filers
6,201,109

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
LPL Financial LLC1,504,729$11.1M<0.01%+462,38813F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC1,360,361$10.1M0.11%+140,79413F-HRTimelineGroup
PARTNERS WEALTH MANAGEMENT, LLC892,491$6.6M6.47%+91,64913F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…606,269$4.49M1.39%new13F-HRTimelineGroup
Encompass More Asset Management400,421$2.96M0.44%+17,04513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.368,117$2.72M<0.01%+7,02813F-HRTimelineGroup
Rockport Wealth LLC362,053$2.68M0.45%+21,20113F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV196,418$1.45M0.85%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC135,386$1M<0.01%-75013F-HRTimelineGroup
WCG Wealth Advisors LLC93,436$691K0.02%new13F-HRTimeline
NewEdge Advisors, LLC54,242$401K<0.01%+1,78813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC43,722$324K<0.01%-17,08013F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.38,798$287K0.01%+50413F-HRTimeline
LaSalle St. Investment Advisors, LLC38,065$282K0.03%-1,58113F-HRTimeline
Janney Montgomery Scott LLC32,471$240K<0.01%-23,99513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,087$119K<0.01%+5,69213F-HRTimelineGroup
Empirical Asset Management, LLC12,323$91.2K0.02%+11513F-HRTimeline
CENTAURUS FINANCIAL, INC.12,150$90K<0.01%-3,36913F-HRTimeline
Atria Investments, Inc11,232$83.1K<0.01%+16513F-HRTimeline
Ausdal Financial Partners, Inc.11,232$83.1K<0.01%+16513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,105$82.2K<0.01%-12,88713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$10<0.01%-113F-HRTimelineGroup