STARBOARD INVT TR (AGOX)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
49
Reporting holders
$328.2M
Reported value
0.0%
Calls
0.0%
Puts
+6
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Berman McAleer LLC | $77.2M | 2,226,581 | 8.94% | 4q | HELD |
| Ameritas Advisory Services, LLC | $51.9M | 1,496,765 | 1.05% | 19q | +56.7%+$18.8M |
| ROYAL BANK OF CANADA | $33.1M | 954,702 | 0.00% | 21q | +3.9%+$1.3M |
| ENVESTNET ASSET MANAGEMENT INC | $27.8M | 802,044 | 0.00% | 21q | +84.0%+$12.7M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $24.2M | 698,812 | 0.27% | 17q | -22.9%-$7.2M |
| LPL Financial LLC | $16.7M | 480,786 | 0.00% | 17q | +17.4%+$2.5M |
| Cetera Investment Advisers | $14.8M | 427,633 | 0.01% | 10q | -2.4%-$364.7K |
| UBS Group AG | $10.4M | 301,095 | 0.00% | 21q | -11.8%-$1.4M |
| Stratos Wealth Partners, LTD. | $9.7M | 278,915 | 0.10% | 21q | HELD |
| Octavia Wealth Advisors, LLC | $9.4M | 271,431 | 0.81% | 21q | +11.1%+$936.2K |
| PARTNERS WEALTH MANAGEMENT, LLC | $7.7M | 221,209 | 7.52% | 7q | +4.3%+$313.1K |
| OSAIC HOLDINGS, INC. | $7.6M | 219,294 | 0.01% | 21q | +18.7%+$1.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.0M | 174,161 | 0.01% | 21q | -12.3%-$845.1K |
| WealthPlan Investment Management, LLC | $5.0M | 143,079 | 0.25% | 17q | -22.4%-$1.4M |
| Global Retirement Partners, LLC | $3.9M | 112,278 | 0.06% | 9q | -9.0%-$386.1K |
| WealthPLAN Partners, LLC | $2.9M | 84,406 | 0.56% | 19q | -36.8%-$1.7M |
| INTEGRITY ALLIANCE, LLC. | $2.1M | 60,735 | 0.07% | 4q | +1.1%+$22.5K |
| NewEdge Advisors, LLC | $2.0M | 59,081 | 0.01% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 58,735 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $2.0M | 58,256 | 0.00% | 5q | -0.5%-$10.4K |
| FIRETHORN WEALTH PARTNERS, LLC | $1.8M | 51,768 | 0.58% | 20q | +58.9%+$665.4K |
| Empirical Asset Management, LLC | $1.6M | 45,419 | 0.35% | 18q | +0.8%+$13.1K |
| Goldstone Financial Group, LLC | $1.0M | 29,492 | 0.09% | 13q | -5.3%-$56.7K |
| Avior Wealth Management, LLC | $894.3K | 25,801 | 0.02% | 21q | HELD |
| Prime Capital Investment Advisors, LLC | $791.3K | 22,832 | 0.01% | 13q | -26.1%-$279.8K |
| JPMORGAN CHASE & CO | $735.4K | 21,212 | 0.00% | 4q | +1281.0%+$682.2K |
| CAPTRUST FINANCIAL ADVISORS | $528.4K | 15,245 | 0.00% | 8q | HELD |
| Integrated Wealth Concepts LLC | $450.3K | 12,991 | 0.00% | new | NEW |
| Atria Investments, Inc | $427.9K | 12,345 | 0.00% | 9q | -1.4%-$6.3K |
| CENTAURUS FINANCIAL, INC. | $364.0K | 10,507 | 0.01% | 21q | -5.4%-$20.8K |
| Kestra Advisory Services, LLC | $355.8K | 10,265 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $354.0K | 10,203 | 0.00% | 5q | HELD |
| OLD MISSION CAPITAL LLC | $308.9K | 8,911 | 0.00% | new | NEW |
| TWO SIGMA SECURITIES, LLC | $286.4K | 8,264 | 0.02% | new | NEW |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $282.0K | 8,157 | 0.01% | new | NEW |
| PRINCIPAL SECURITIES, INC. | $261.7K | 7,551 | 0.00% | 8q | -10.2%-$29.6K |
| NFSG Corp | $256.7K | 7,406 | 0.03% | 21q | HELD |
| Summit Financial, LLC | $249.1K | 7,188 | 0.00% | new | NEW |
| Ausdal Financial Partners, Inc. | $211.7K | 6,107 | 0.01% | new | NEW |
| Encompass More Asset Management | $207.4K | 5,982 | 0.03% | new | NEW |
| Steward Partners Investment Advisory, LLC | $124.2K | 3,582 | 0.00% | 6q | +3.7%+$4.4K |
| Heritage Wealth Advisors | $111.5K | 3,216 | 0.00% | new | NEW |
| MORGAN STANLEY | $36.9K | 1,063 | 0.00% | 11q | +2.6% |
| FIFTH THIRD BANCORP | $35.8K | 1,032 | 0.00% | 2q | HELD |
| BlackRock, Inc. | $28.0K | 807 | 0.00% | new | NEW |
| ASSETMARK, INC | $8.1K | 235 | 0.00% | 5q | HELD |
| WELLS FARGO & COMPANY/MN | $4.0K | 114 | 0.00% | new | NEW |
| Security National Bank | $2.4K | 68 | 0.00% | 2q | HELD |
| Allworth Financial LP | $1.7K | 48 | 0.00% | 4q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 49 | $328.2M | 9,467,809 | 13 | 13 | 13 | 0.0% |
| Q1 2026 | 43 | $229.7M | 8,630,391 | 5 | 8 | 17 | 0.0% |
| Q4 2025 | 49 | $280.6M | 9,822,766 | 2 | 23 | 15 | 0.0% |
| Q3 2025 | 49 | $266.8M | 8,697,992 | 9 | 19 | 12 | 0.0% |
| Q2 2025 | 44 | $228.0M | 7,740,114 | 5 | 11 | 18 | 0.0% |
| Q1 2025 | 50 | $206.0M | 8,414,699 | 7 | 14 | 18 | 0.0% |
| Q4 2024 | 50 | $269.2M | 9,912,614 | 5 | 21 | 10 | 0.0% |
| Q3 2024 | 45 | $267.5M | 9,272,025 | 8 | 14 | 13 | 0.0% |
| Q2 2024 | 39 | $237.9M | 8,533,834 | 4 | 15 | 14 | 0.0% |
| Q1 2024 | 38 | $211.0M | 8,231,918 | 4 | 13 | 11 | 0.0% |
| Q4 2023 | 41 | $178.1M | 7,316,148 | 6 | 11 | 16 | 0.0% |
| Q3 2023 | 38 | $165.2M | 7,284,602 | 8 | 13 | 10 | 0.0% |
| Q2 2023 | 33 | $129.8M | 5,541,764 | 4 | 8 | 16 | 0.0% |
| Q1 2023 | 35 | $140.2M | 6,437,457 | 4 | 8 | 11 | 0.0% |
| Q4 2022 | 37 | $142.1M | 6,818,321 | 5 | 8 | 15 | 0.0% |
| Q3 2022 | 36 | $131.7M | 6,803,234 | 5 | 9 | 17 | 0.0% |
| Q2 2022 | 34 | $146.5M | 7,128,253 | 4 | 10 | 13 | 0.0% |
| Q1 2022 | 39 | $199.1M | 8,320,879 | 6 | 14 | 11 | 0.0% |
| Q4 2021 | 36 | $201.6M | 7,753,893 | 7 | 18 | 7 | 0.0% |
| Q3 2021 | 28 | $149.6M | 5,608,963 | 6 | 14 | 4 | 0.0% |
| Q2 2021 | 27 | $125.8M | 4,566,454 | 26 | 0 | 0 | 0.0% |