HolderBook

STARBOARD INVT TR (RHRX)

Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.

12
Reporting holders
$17.4M
Reported value
0.0%
Calls
0.0%
Puts
+2
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

Download these holders as CSV

FilerValueShares Their book Held Change
PARTNERS WEALTH MANAGEMENT, LLC$4.8M216,9654.69%7q+11.3%+$485.5K
OSAIC HOLDINGS, INC.$3.6M162,6940.00%17q+8595.6%+$3.5M
INTEGRITY ALLIANCE, LLC.$3.2M146,5690.10%4q-4.4%-$149.4K
LPL Financial LLC$1.5M68,9050.00%7q+34.1%+$386.6K
Cetera Investment Advisers$1.3M57,4770.00%10q-32.9%-$621.3K
Avior Wealth Management, LLC$703.2K31,9040.02%19qHELD
NewEdge Advisors, LLC$558.5K25,3400.00%newNEW
WCG Wealth Advisors LLC$556.2K25,2370.01%newNEW
Prime Capital Investment Advisors, LLC$531.5K24,1130.01%13q-9.3%-$54.3K
Stratos Wealth Partners, LTD.$469.8K21,3150.00%9qHELD
CENTAURUS FINANCIAL, INC.$240.0K10,8800.01%9qHELD
UBS Group AG$1.6K720.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202612$17.4M791,4713330.0%
Q1 202610$11.3M594,8060230.0%
Q4 202513$11.6M628,2351430.0%
Q3 202514$11.8M650,0192240.0%
Q2 202513$8.5M529,1750430.0%
Q1 202515$12.9M873,5263250.0%
Q4 202413$10.0M635,1622220.0%
Q3 202414$7.0M444,1340430.0%
Q2 202415$7.6M485,1216040.0%
Q1 202410$6.3M435,2832140.0%
Q4 202315$7.6M591,8203330.0%
Q3 202313$6.7M551,3621250.0%
Q2 202313$8.8M701,0832180.0%
Q1 202315$10.5M884,3174260.0%
Q4 202216$13.3M1,138,7293530.0%
Q3 202214$10.9M977,6453270.0%
Q2 202211$11.0M956,3674130.0%
Q1 202210$10.5M780,2520330.0%
Q4 202112$18.8M1,287,63811000.0%