Institutional Ownership Starboard Invt Tr Rh Hedged Mu (AMAX)
This table provides information about the institutional ownership of Starboard Invt Tr Rh Hedged Mu (AMAX). We have compiled data on the 23 institutions that hold shares in the stock, with a total of 7.1 Million shares, which have been reported (via 13F filing form) to have a value of $57 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
1,778,282
shares
|
$14.3 Million
2.86% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
1,778,282
shares
|
$14.3 Million
2.87% of portfolio
|
Q4 2022
Reduced 1.89%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
1,004,870
shares
|
$8.06 Million
0.12% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
664,832
shares
|
$5.33 Million
1.33% of portfolio
|
Q3 2025
Added 32.04%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
494,197
shares
|
$3.96 Million
4.0% of portfolio
|
Q3 2025
Added 62.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
378,294
shares
|
$3.03 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
297,881
shares
|
$2.39 Million
0.5% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
230,935
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
124,078
shares
|
$995,105
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
56,717
shares
|
$454,870
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
54,735
shares
|
$438,974
0.0% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
53,741
shares
|
$431,002
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
39,563
shares
|
$317,295
0.0% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
34,674
shares
|
$278,085
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
34,184
shares
|
$274,155
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
18,504
shares
|
$148,402
0.04% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
18,000
shares
|
$144,360
0.01% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
13,648
shares
|
$109,456
0.0% of portfolio
|
Q3 2025
Added 7.25%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
13,648
shares
|
$109,456
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
12,502
shares
|
$100,266
0.01% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
796
shares
|
$6,383
0.0% of portfolio
|
Q3 2025
Reduced 94.69%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$8
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|