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AMAX STARBOARD INVT TR

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ADAPTIVE HDGD MU (fund)

19 managers (19 13F filers) reported a position in AMAX shares at 2025-03-31, 2,652,152 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
19
13F filers
19
New
3
Added
10
Reduced
4
Sold out
2
Shares held by filers
2,652,152

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC940,806$6.97M0.12%+28,05513F-HRTimelineGroup
Encompass More Asset Management510,106$3.78M1.13%+28,71913F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC306,801$2.27M2.58%+17,60213F-HRTimeline
Rockport Wealth LLC284,863$2.11M0.74%-142,83613F-HRTimeline
LPL Financial LLC235,214$1.74M<0.01%+6,41713F-HRTimeline
INTEGRITY ALLIANCE, LLC.99,083$734K0.03%new13F-HRTimeline
Cetera Investment Advisers70,348$521K<0.01%-19,79113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC57,753$428K<0.01%+35,55313F-HR/ATimelineGroup
CENTAURUS FINANCIAL, INC.25,183$186K0.01%013F-HRTimeline
NewEdge Advisors, LLC23,876$177K<0.01%-3,46013F-HRTimeline
Empirical Asset Management, LLC18,344$136K0.05%+3,65913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,518$130K<0.01%+30513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,532$122K<0.01%new13F-HRTimelineGroup
WealthPLAN Partners, LLC16,050$119K0.02%+4,84413F-HRTimeline
Atria Investments, Inc12,725$94.2K<0.01%+14013F-HRTimeline
AE Wealth Management LLC10,750$79.6K<0.01%-31,15813F-HRTimeline
UBS Group AGin group UBS Group AG6,198$45.9K<0.01%+5313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2$16<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.