# STARBOARD INVT TR (AGOX)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AGOX/

- Reporting holders: 49
- Reported value: $328.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Berman McAleer LLC](https://holderbook.com/funds/2094332-berman-mcaleer-llc/) | $77.2M | 2,226,581 | 8.9% | 4 |
| [Ameritas Advisory Services, LLC](https://holderbook.com/funds/1901275-ameritas-advisory-services-llc/) | $51.9M | 1,496,765 | 1.0% | 19 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $33.1M | 954,702 | 0.0% | 21 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $27.8M | 802,044 | 0.0% | 21 |
| [KESTRA PRIVATE WEALTH SERVICES, LLC](https://holderbook.com/funds/1649451-kestra-private-wealth-services-llc/) | $24.2M | 698,812 | 0.3% | 17 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $16.7M | 480,786 | 0.0% | 17 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $14.8M | 427,633 | 0.0% | 10 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $10.4M | 301,095 | 0.0% | 21 |
| [Stratos Wealth Partners, LTD.](https://holderbook.com/funds/1612865-stratos-wealth-partners-ltd/) | $9.7M | 278,915 | 0.1% | 21 |
| [Octavia Wealth Advisors, LLC](https://holderbook.com/funds/1841259-octavia-wealth-advisors-llc/) | $9.4M | 271,431 | 0.8% | 21 |
| [PARTNERS WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2054714-partners-wealth-management-llc/) | $7.7M | 221,209 | 7.5% | 7 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $7.6M | 219,294 | 0.0% | 21 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $6.0M | 174,161 | 0.0% | 21 |
| [WealthPlan Investment Management, LLC](https://holderbook.com/funds/1929986-wealthplan-investment-management-llc/) | $5.0M | 143,079 | 0.2% | 17 |
| [Global Retirement Partners, LLC](https://holderbook.com/funds/1749744-global-retirement-partners-llc/) | $3.9M | 112,278 | 0.1% | 9 |
| [WealthPLAN Partners, LLC](https://holderbook.com/funds/1639943-wealthplan-partners-llc/) | $2.9M | 84,406 | 0.6% | 19 |
| [INTEGRITY ALLIANCE, LLC.](https://holderbook.com/funds/1352260-integrity-alliance-llc/) | $2.1M | 60,735 | 0.1% | 4 |
| [NewEdge Advisors, LLC](https://holderbook.com/funds/1633516-newedge-advisors-llc/) | $2.0M | 59,081 | 0.0% | 1 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $2.0M | 58,735 | 0.0% | 1 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $2.0M | 58,256 | 0.0% | 5 |
| [FIRETHORN WEALTH PARTNERS, LLC](https://holderbook.com/funds/1845743-firethorn-wealth-partners-llc/) | $1.8M | 51,768 | 0.6% | 20 |
| [Empirical Asset Management, LLC](https://holderbook.com/funds/1926596-empirical-asset-management-llc/) | $1.6M | 45,419 | 0.4% | 18 |
| [Goldstone Financial Group, LLC](https://holderbook.com/funds/2040021-goldstone-financial-group-llc/) | $1.0M | 29,492 | 0.1% | 13 |
| [Avior Wealth Management, LLC](https://holderbook.com/funds/1599868-avior-wealth-management-llc/) | $894.3K | 25,801 | 0.0% | 21 |
| [Prime Capital Investment Advisors, LLC](https://holderbook.com/funds/1731446-prime-capital-investment-advisors-llc/) | $791.3K | 22,832 | 0.0% | 13 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 49 | $328.2M |
| Q1 2026 | 43 | $229.7M |
| Q4 2025 | 49 | $280.6M |
| Q3 2025 | 49 | $266.8M |
| Q2 2025 | 44 | $228.0M |
| Q1 2025 | 50 | $206.0M |
| Q4 2024 | 50 | $269.2M |
| Q3 2024 | 45 | $267.5M |
| Q2 2024 | 39 | $237.9M |
| Q1 2024 | 38 | $211.0M |
| Q4 2023 | 41 | $178.1M |
| Q3 2023 | 38 | $165.2M |