STARBOARD INVT TR (AGOX)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
46
Reporting holders
$313.0M
Reported value
0.0%
Held as options
+5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 |
| 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 |
| ENVESTNET ASSET MANAGEMENT INC | $13.9M | 401,022 | 0.00% | 21q | -8.0%-$1.2M |
| 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 |
| Atria Investments, Inc | $427.9K | 12,345 | 0.00% | 9q | -1.4%-$6.3K |
| Kestra Advisory Services, LLC | $355.8K | 10,265 | 0.00% | new | NEW |
| OLD MISSION CAPITAL LLC | $308.9K | 8,911 | 0.00% | new | NEW |
| TWO SIGMA SECURITIES, LLC | $286.4K | 8,264 | 0.02% | 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 |
| Integrated Wealth Concepts LLC | $225.2K | 6,495 | 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 |
| CENTAURUS FINANCIAL, INC. | $364 | 10,507 | 0.01% | 21q | -5.4% |
| Janney Montgomery Scott LLC | $354 | 10,203 | 0.00% | 5q | HELD |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $282 | 8,157 | 0.01% | new | NEW |
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 | 46 | $313.0M | 9,031,424 | 12 | 12 | 13 | 0.0% |
| Q1 2026 | 41 | $229.2M | 8,609,081 | 5 | 8 | 16 | 0.0% |
| Q4 2025 | 46 | $279.7M | 9,792,638 | 2 | 22 | 15 | 0.0% |
| Q3 2025 | 45 | $260.6M | 8,495,413 | 9 | 17 | 11 | 0.0% |
| Q2 2025 | 38 | $220.6M | 7,491,659 | 3 | 9 | 16 | 0.0% |
| Q1 2025 | 45 | $199.7M | 8,158,878 | 7 | 11 | 18 | 0.0% |
| Q4 2024 | 44 | $260.8M | 9,602,869 | 5 | 17 | 10 | 0.0% |
| Q3 2024 | 39 | $262.8M | 9,108,544 | 8 | 13 | 9 | 0.0% |
| Q2 2024 | 33 | $233.1M | 8,360,928 | 4 | 11 | 13 | 0.0% |
| Q1 2024 | 32 | $207.0M | 8,079,148 | 3 | 12 | 9 | 0.0% |
| Q4 2023 | 36 | $175.5M | 7,211,620 | 6 | 9 | 15 | 0.0% |
| Q3 2023 | 32 | $161.8M | 7,134,997 | 5 | 13 | 8 | 0.0% |
| Q2 2023 | 30 | $125.7M | 5,363,761 | 4 | 7 | 14 | 0.0% |
| Q1 2023 | 32 | $136.5M | 6,266,643 | 4 | 8 | 9 | 0.0% |
| Q4 2022 | 32 | $138.1M | 6,620,402 | 5 | 7 | 12 | 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% |