Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / ADAPTIVE HDGD MU
-
Total 13F shares
-
4,268,963
-
Share change
-
+723,163
-
Total reported value
-
$33,723,830
-
Price per share
-
$7.90
-
Number of holders
-
20
-
Value change
-
+$5,698,164
-
Number of buys
-
12
-
Number of sells
-
9
Institutional Holders of STARBOARD INVT TR - ADAPTIVE HDGD MU (AMAX) as of Q4 2025
As of 31 Dec 2025,
STARBOARD INVT TR - ADAPTIVE HDGD MU (AMAX) was held by
20 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,268,963 shares.
The largest 10 holders included
KESTRA PRIVATE WEALTH SERVICES, LLC, LPL Financial LLC, Encompass More Asset Management, PARTNERS WEALTH MANAGEMENT, LLC, OSAIC HOLDINGS, INC., Rockport Wealth LLC, RAYMOND JAMES FINANCIAL INC, FOUNDATIONS INVESTMENT ADVISORS, LLC, NewEdge Advisors, LLC, and Cetera Investment Advisers.
This page lists
20
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.