Starboard Investment Trust - AGOX

Sector: Funds · Industry: ETF / Fund
Website: No information yet · Social: No information yet

Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$280.5M
QoQ value delta ($000)
+$29.43M (+11.72%)
Implied price effect (QoQ)
-6.89%
Shares
Total shares
9,822,766
QoQ shares delta
+1,635,793 (+19.98%)
Total shares held by funds (by quarter)

Market chart (AGOX)

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Top holders (Q4 2025)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
Berman McAleer LLC 62,428 2,185,884 8.53%
KESTRA PRIVATE WEALTH SERVICES, LLC 28,577 1,000,615 0.35%
Ameritas Advisory Services, LLC 27,516 963,468 1.03%
Octavia Wealth Advisors, LLC 25,424 890,223 2.43%
ROYAL BANK OF CANADA 14,559 509,767 0.0%
ENVESTNET ASSET MANAGEMENT INC 12,869 450,616 0.0%
Cetera Investment Advisers 12,660 443,303 0.01%
LPL Financial LLC 12,659 443,247 0.0%
Encompass More Asset Management 10,707 374,909 1.97%
WealthPlan Investment Management, LLC 9,874 345,756 0.63%
UBS Group AG 9,715 340,191 0.0%
Stratos Wealth Partners, LTD. 7,986 279,636 0.09%
PARTNERS WEALTH MANAGEMENT, LLC 6,616 231,670 6.91%
OSAIC HOLDINGS, INC. 6,374 223,186 0.01%
COMMONWEALTH EQUITY SERVICES, LLC 5,228 183,067 0.01%
WealthPLAN Partners, LLC 4,975 174,215 0.74%
Global Retirement Partners, LLC 3,524 123,417 0.06%
Prosperity Financial Group, Inc. 3,319 116,219 1.19%
NewEdge Advisors, LLC 1,785 62,519 0.01%
INTEGRITY ALLIANCE, LLC. 1,716 60,085 0.06%
RAYMOND JAMES FINANCIAL INC 1,693 59,287 0.0%
Empirical Asset Management, LLC 1,275 44,675 0.36%
FOUNDATIONS INVESTMENT ADVISORS, LLC 1,248 43,699 0.02%
Goldstone Financial Group, LLC 996 34,901 0.11%
FIRETHORN WEALTH PARTNERS, LLC 826 28,928 0.31%