STARBOARD INVT TR (AMAX)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
20
Reporting holders
$45.6M
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $11.1M | 1,504,729 | 0.00% | 17q | +44.4%+$3.4M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $10.1M | 1,360,361 | 0.11% | 11q | +11.5%+$1.0M |
| PARTNERS WEALTH MANAGEMENT, LLC | $6.6M | 892,491 | 6.47% | 7q | +11.4%+$678.2K |
| Prosperity Financial Group, Inc. | $4.5M | 606,269 | 1.39% | new | NEW |
| Encompass More Asset Management | $3.0M | 400,421 | 0.43% | 11q | +4.4%+$126.1K |
| OSAIC HOLDINGS, INC. | $2.7M | 368,117 | 0.00% | 4q | +1.9%+$52.0K |
| Rockport Wealth LLC | $2.7M | 362,053 | 0.45% | 10q | +6.2%+$156.9K |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | $1.5M | 196,418 | 0.85% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $1.0M | 135,386 | 0.00% | 4q | -0.6%-$5.5K |
| WCG Wealth Advisors LLC | $691.4K | 93,436 | 0.02% | new | NEW |
| NewEdge Advisors, LLC | $401.4K | 54,242 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $323.5K | 43,722 | 0.00% | 4q | -28.1%-$126.4K |
| INTEGRITY ALLIANCE, LLC. | $287.1K | 38,798 | 0.01% | 4q | +1.3%+$3.7K |
| LaSalle St. Investment Advisors, LLC | $281.7K | 38,065 | 0.03% | 3q | -4.0%-$11.7K |
| ENVESTNET ASSET MANAGEMENT INC | $119.0K | 16,087 | 0.00% | 2q | +54.8%+$42.1K |
| Empirical Asset Management, LLC | $91.2K | 12,323 | 0.02% | 12q | +0.9% |
| Atria Investments, Inc | $83.1K | 11,232 | 0.00% | 11q | +1.5%+$1.2K |
| Ausdal Financial Partners, Inc. | $83.1K | 11,232 | 0.00% | 4q | +1.5%+$1.2K |
| CITADEL ADVISORS LLC | $82.2K | 11,105 | 0.00% | 2q | -53.7%-$95.4K |
| Janney Montgomery Scott LLC | $240 | 32,471 | 0.00% | 3q | -42.5% |
| CENTAURUS FINANCIAL, INC. | $90 | 12,150 | 0.00% | 19q | -21.7% |
| MORGAN STANLEY | $10 | 1 | 0.00% | 6q | -50.0% |
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 | 20 | $45.6M | 6,156,488 | 4 | 11 | 5 | 0.0% |
| Q1 2026 | 19 | $35.1M | 4,570,662 | 3 | 7 | 6 | 0.0% |
| Q4 2025 | 17 | $33.5M | 4,241,213 | 1 | 8 | 6 | 0.0% |
| Q3 2025 | 19 | $28.8M | 3,527,800 | 7 | 7 | 4 | 0.0% |
| Q2 2025 | 14 | $19.1M | 2,448,198 | 2 | 5 | 6 | 0.0% |
| Q1 2025 | 16 | $19.3M | 2,609,451 | 3 | 9 | 4 | 0.0% |
| Q4 2024 | 15 | $20.3M | 2,600,281 | 2 | 8 | 4 | 0.0% |
| Q3 2024 | 13 | $16.7M | 2,061,550 | 2 | 6 | 4 | 0.0% |
| Q2 2024 | 14 | $16.9M | 2,147,560 | 2 | 8 | 4 | 0.0% |
| Q1 2024 | 13 | $17.8M | 2,207,584 | 2 | 4 | 6 | 0.0% |
| Q4 2023 | 16 | $29.7M | 3,896,261 | 5 | 4 | 5 | 0.0% |
| Q3 2023 | 13 | $20.7M | 2,885,584 | 2 | 4 | 5 | 0.0% |
| Q2 2023 | 13 | $39.1M | 5,047,430 | 0 | 2 | 9 | 0.0% |
| Q1 2023 | 15 | $45.9M | 5,910,706 | 2 | 6 | 6 | 0.0% |
| Q4 2022 | 16 | $72.1M | 9,271,055 | 3 | 6 | 6 | 0.0% |
| Q3 2022 | 13 | $42.4M | 5,580,107 | 3 | 0 | 9 | 0.0% |
| Q2 2022 | 10 | $31.9M | 3,853,671 | 3 | 2 | 4 | 0.0% |
| Q1 2022 | 10 | $73.2M | 8,158,750 | 1 | 3 | 4 | 0.0% |
| Q4 2021 | 8 | $31.1M | 3,223,045 | 8 | 0 | 0 | 0.0% |