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 20 institutions that hold shares in the stock, with a total of 6.09 Million shares, which have been reported (via 13F filing form) to have a value of $48.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
1,778,282
shares
|
$14.2 Million
2.87% of portfolio
|
Q4 2022
Reduced 1.89%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
1,778,282
shares
|
$14.2 Million
2.86% of portfolio
|
Q4 2022
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
955,808
shares
|
$7.66 Million
0.11% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
503,509
shares
|
$4.03 Million
1.16% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
304,637
shares
|
$2.44 Million
2.59% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
291,495
shares
|
$2.33 Million
0.53% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
227,299
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
57,485
shares
|
$460,454
0.0% of portfolio
|
Q2 2025
Reduced 18.28%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
49,269
shares
|
$394,644
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
37,181
shares
|
$297,819
0.0% of portfolio
|
Q2 2025
Added 55.73%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
18,887
shares
|
$151,284
0.05% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
18,446
shares
|
$147,752
0.01% of portfolio
|
Q2 2025
Reduced 26.75%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
17,840
shares
|
$142,898
0.0% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
15,000
shares
|
$120,150
0.0% of portfolio
|
Q2 2025
Added 142.01%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
13,122
shares
|
$105,107
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
12,725
shares
|
$101,927
0.0% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
10,799
shares
|
$86,499
0.02% of portfolio
|
Q2 2025
Reduced 32.72%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
250
shares
|
$2,002
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 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
|