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 59 institutions that hold shares in the stock, with a total of 8.79 Million shares, which have been reported (via 13F filing form) to have a value of $244 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
1,377,428
shares
|
$38.2 Million
1.43% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
944,849
shares
|
$26.2 Million
0.4% of portfolio
|
Q1 2025
Reduced 21.48%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
842,169
shares
|
$23.4 Million
2.5% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
752,635
shares
|
$20.9 Million
0.09% of portfolio
|
Q1 2025
Reduced 62.14%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
522,767
shares
|
$14.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
453,969
shares
|
$12.6 Million
0.02% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
379,383
shares
|
$10.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
367,308
shares
|
$10.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
367,039
shares
|
$10.2 Million
0.0% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
309,334
shares
|
$8.58 Million
1.07% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
280,257
shares
|
$7.77 Million
2.05% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
267,308
shares
|
$7.42 Million
0.1% of portfolio
|
Q1 2025
Reduced 12.11%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
247,815
shares
|
$6.87 Million
0.64% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
232,808
shares
|
$6.46 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
183,122
shares
|
$5.08 Million
5.08% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
161,894
shares
|
$4.49 Million
0.01% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
145,767
shares
|
$4.04 Million
0.12% of portfolio
|
Q3 2021
Reduced 99.98%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
130,495
shares
|
$3.62 Million
0.13% of portfolio
|
Q1 2025
Added 1268.73%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
123,985
shares
|
$3.44 Million
0.1% of portfolio
|
Q4 2024
Reduced 9.39%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
98,295
shares
|
$2.73 Million
1.2% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
62,928
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
58,158
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
44,090
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2025
Added 95.8%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
42,064
shares
|
$1.17 Million
0.35% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
39,521
shares
|
$1.1 Million
0.15% of portfolio
|
Q1 2025
Reduced 14.87%
|