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AMAX STARBOARD INVT TR

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ADAPTIVE HDGD MU (fund)

21 managers (21 13F filers) reported a position in AMAX shares at 2025-12-31, 4,335,753 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
21
13F filers
21
New
4
Added
9
Reduced
6
Sold out
3
Shares held by filers
4,335,753

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC1,089,876$8.61M0.11%+85,00613F-HRTimelineGroup
LPL Financial LLC726,055$5.74M<0.01%+495,12013F-HRTimeline
Encompass More Asset Management667,444$5.27M0.98%+2,61213F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC563,002$4.45M4.65%+68,80513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.383,521$3.03M<0.01%+5,22713F-HRTimelineGroup
Rockport Wealth LLC341,063$2.69M0.52%+43,18213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC138,573$1.09M<0.01%+14,49513F-HRTimelineGroup
Foundations Investment Advisors, LLC82,549$652K0.01%+28,80813F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV66,790$528K0.33%new13F-HRTimeline
NewEdge Advisors, LLC49,824$394K<0.01%+10,26113F-HRTimeline
Cetera Investment Advisers47,201$373K<0.01%-7,53413F-HRTimeline
LaSalle St. Investment Advisors, LLC40,096$316K0.05%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.27,637$218K0.01%-6,54713F-HRTimeline
Janney Montgomery Scott LLC25,000$198K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,549$186K<0.01%-33,16813F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.18,000$142K0.01%013F-HRTimeline
Empirical Asset Management, LLC11,994$94.8K0.03%-6,51013F-HRTimeline
HRT FINANCIAL LP11,444$90K<0.01%new13F-HRTimeline
Atria Investments, Inc11,067$87.4K<0.01%-2,58113F-HRTimeline
Ausdal Financial Partners, Inc.11,067$87.4K<0.01%-2,58113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$9<0.01%013F-HR/ATimelineGroup