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AMAX STARBOARD INVT TR

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ADAPTIVE HDGD MU (fund)

22 managers (22 13F filers) reported a position in AMAX shares at 2026-03-31, 4,695,101 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
22
13F filers
22
New
3
Added
9
Reduced
8
Sold out
2
Shares held by filers
4,695,101

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC1,219,567$9.37M0.12%+129,69113F-HRTimelineGroup
LPL Financial LLC1,042,341$8.01M<0.01%+316,28613F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC800,842$6.15M6.34%+237,84013F-HRTimeline
Encompass More Asset Management383,376$2.94M0.5%-284,06813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.361,089$2.77M<0.01%-22,43213F-HRTimelineGroup
Rockport Wealth LLC340,852$2.62M0.48%-21113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC136,136$1.05M<0.01%-2,43713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC60,802$467K<0.01%+37,25313F-HRTimelineGroup
Janney Montgomery Scott LLC56,466$434K<0.01%+31,46613F-HRTimeline
NewEdge Advisors, LLC52,454$403K<0.01%+2,63013F-HR/ATimeline
Foundations Investment Advisors, LLC46,838$360K<0.01%-35,71113F-HRTimeline
LaSalle St. Investment Advisors, LLC39,646$304K0.04%-45013F-HRTimeline
INTEGRITY ALLIANCE, LLC.38,294$294K0.01%+10,65713F-HRTimeline
Cetera Investment Advisers32,111$247K<0.01%-15,09013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,992$184K<0.01%new13F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.15,519$119K0.01%-2,48113F-HRTimeline
Empirical Asset Management, LLC12,208$93.8K0.02%+21413F-HRTimeline
Atria Investments, Inc11,067$85K<0.01%013F-HRTimeline
Ausdal Financial Partners, Inc.11,067$85K<0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,395$79.8K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG37$284<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2$22<0.01%+113F-HRTimelineGroup