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AMAX STARBOARD INVT TR

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ADAPTIVE HDGD MU (fund)

18 managers (18 13F filers) reported a position in AMAX shares at 2024-12-31, 2,642,677 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.

Managers
18
13F filers
18
New
2
Added
9
Reduced
5
Sold out
1
Shares held by filers
2,642,677

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC912,751$7.1M0.12%+97,86113F-HRTimelineGroup
Encompass More Asset Management481,387$3.74M1.24%+53,07813F-HRTimeline
Rockport Wealth LLC427,699$3.41M1.52%+56,82813F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC289,199$2.25M2.56%13F-HRTimeline
LPL Financial LLC228,797$1.78M<0.01%+15,89113F-HRTimeline
Cetera Investment Advisers90,139$701K<0.01%-2,07813F-HRTimeline
AE Wealth Management LLC41,908$326K<0.01%new13F-HRTimeline
OLD MISSION CAPITAL LLC33,522$261K0.01%+19,17913F-HRTimeline
NewEdge Advisors, LLC27,336$213K<0.01%+23113F-HRTimeline
CENTAURUS FINANCIAL, INC.25,183$196K0.01%-1,03913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,200$173K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC17,213$134K<0.01%+29413F-HRTimeline
Empirical Asset Management, LLC14,685$114K0.04%+23513F-HRTimeline
Atria Investments, Inc12,585$97.8K<0.01%+56313F-HRTimeline
WealthPLAN Partners, LLC11,206$87.1K0.01%-32013F-HRTimeline
UBS Group AGin group UBS Group AG6,145$47.8K<0.01%-5,89813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.722$5.62K<0.01%-50,02513F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.