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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 2025-06-30, 2,533,753 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
18
13F filers
18
New
3
Added
6
Reduced
7
Sold out
4
Shares held by filers
2,533,753

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC955,808$7.52M0.11%+15,00213F-HRTimelineGroup
Encompass More Asset Management503,509$3.96M0.93%-6,59713F-HRTimeline
Rockport Wealth LLC291,495$2.29M0.53%+6,63213F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC304,637$2.27M2.59%-2,16413F-HRTimeline
LPL Financial LLC227,299$1.79M<0.01%-7,91513F-HRTimeline
Cetera Investment Advisers57,485$452K<0.01%-12,86313F-HRTimeline
M Holdings Securities, Inc.49,269$387K0.07%new13F-HRTimeline
NewEdge Advisors, LLC37,181$292K<0.01%+13,30513F-HRTimeline
Empirical Asset Management, LLC18,887$149K0.05%+54313F-HRTimeline
CENTAURUS FINANCIAL, INC.18,446$145K0.01%-6,73713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,840$140K<0.01%+32213F-HRTimeline
UBS Group AGin group UBS Group AG15,000$118K<0.01%+8,80213F-HRTimelineGroup
WealthPlan Investment Management, LLC13,122$103K0.01%new13F-HRTimeline
Atria Investments, Inc12,725$100K<0.01%013F-HRTimeline
WealthPLAN Partners, LLC10,799$84.9K0.01%-5,25113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC250$1.97K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$10<0.01%-113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.