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AMAX STARBOARD INVT TR

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ADAPTIVE HDGD MU (fund)

20 managers (20 13F filers) reported a position in AMAX shares at 2025-09-30, 3,545,800 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
20
13F filers
20
New
7
Added
7
Reduced
5
Sold out
4
Shares held by filers
3,545,800

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC1,004,870$8.23M0.11%+49,06213F-HRTimelineGroup
Encompass More Asset Management664,832$5.45M1.05%+161,32313F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC494,197$4.05M4%+189,56013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.378,294$3M<0.01%new13F-HRTimelineGroup
Rockport Wealth LLC297,881$2.44M0.5%+6,38613F-HRTimeline
LPL Financial LLC230,935$1.89M<0.01%+3,63613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC124,078$1.02M<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC56,717$465K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers54,735$449K<0.01%-2,75013F-HRTimeline
Foundations Investment Advisors, LLC53,741$440K0.01%new13F-HRTimeline
NewEdge Advisors, LLC39,563$324K<0.01%+2,38213F-HRTimeline
OLD MISSION CAPITAL LLC34,674$284K0.01%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.34,184$280K0.01%new13F-HRTimeline
Empirical Asset Management, LLC18,504$152K0.04%-38313F-HRTimeline
CENTAURUS FINANCIAL, INC.18,000$148K0.01%-44613F-HRTimeline
Atria Investments, Inc13,648$112K<0.01%+92313F-HRTimeline
Ausdal Financial Partners, Inc.13,648$112K0.01%new13F-HRTimeline
WealthPlan Investment Management, LLC12,502$102K0.01%-62013F-HRTimeline
UBS Group AGin group UBS Group AG796$6.52K<0.01%-14,20413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$12<0.01%013F-HR/ATimelineGroup