Institutional Ownership Starboard Invt Tr (AGOX)
This table provides information about the institutional ownership of Starboard Invt Tr (AGOX). We have compiled data on the 53 institutions that hold shares in the stock, with a total of 7.43 Million shares, which have been reported (via 13F filing form) to have a value of $222 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,106,639
shares
|
$33 Million
1.77% of portfolio
|
Q2 2025
Reduced 19.66%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
896,633
shares
|
$26.7 Million
0.4% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
817,468
shares
|
$24.4 Million
2.78% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
484,355
shares
|
$14.4 Million
0.0% of portfolio
|
Q2 2025
Added 31.96%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
451,954
shares
|
$13.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.55%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
383,944
shares
|
$11.5 Million
0.89% of portfolio
|
Q2 2025
Added 54.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
366,921
shares
|
$10.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
359,346
shares
|
$10.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
354,263
shares
|
$10.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 21.96%
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
270,883
shares
|
$8.08 Million
2.35% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
266,616
shares
|
$7.95 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
183,312
shares
|
$5.47 Million
0.98% of portfolio
|
Q2 2025
Reduced 40.74%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
183,122
shares
|
$5.46 Million
5.08% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
182,144
shares
|
$5.43 Million
0.01% of portfolio
|
Q2 2025
Reduced 21.76%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
178,056
shares
|
$5.31 Million
0.01% of portfolio
|
Q2 2025
Added 9.98%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
145,767
shares
|
$4.35 Million
0.12% of portfolio
|
Q3 2021
Reduced 99.98%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
120,908
shares
|
$3.61 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
110,396
shares
|
$3.29 Million
1.39% of portfolio
|
Q2 2025
Added 12.31%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
75,352
shares
|
$2.25 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
52,709
shares
|
$1.57 Million
0.01% of portfolio
|
Q2 2025
Added 19.55%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
42,315
shares
|
$1.26 Million
0.39% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
39,070
shares
|
$1.17 Million
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
39,070
shares
|
$1.17 Million
0.17% of portfolio
|
Q4 2022
Reduced 93.05%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
36,884
shares
|
$1.1 Million
0.14% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
29,993
shares
|
$894,691
0.15% of portfolio
|
Q2 2025
New holding
|