Starboard Investment Trust - AGOX

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$233.3M

QoQ value delta ($000)

-$47.21M (-16.83%)

Implied price effect (QoQ)

-6.7%

Total shares

8,756,903

QoQ shares delta

-1,065,863 (-10.85%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 43 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
Berman McAleer LLC	59,534	2,236,468	8.12%
Ameritas Advisory Services, LLC	25,422	955,033	0.99%
ROYAL BANK OF CANADA	24,450	918,498	0.0%
KESTRA PRIVATE WEALTH SERVICES, LLC	24,137	906,748	0.3%
Cetera Investment Advisers	11,663	438,155	0.01%
ENVESTNET ASSET MANAGEMENT INC	11,605	435,986	0.0%
LPL Financial LLC	10,905	409,684	0.0%
UBS Group AG	9,092	341,560	0.0%
Stratos Wealth Partners, LTD.	7,434	279,264	0.08%
Octavia Wealth Advisors, LLC	6,506	244,421	0.62%
PARTNERS WEALTH MANAGEMENT, LLC	5,648	212,176	5.82%
COMMONWEALTH EQUITY SERVICES, LLC	5,285	198,543	0.01%
OSAIC HOLDINGS, INC.	4,916	184,707	0.01%
WealthPlan Investment Management, LLC	4,910	184,469	0.27%
WealthPLAN Partners, LLC	3,556	133,619	0.69%
Global Retirement Partners, LLC	3,524	123,417	0.06%
Prosperity Financial Group, Inc.	3,093	116,214	1.14%
INTEGRITY ALLIANCE, LLC.	1,599	60,085	0.06%
RAYMOND JAMES FINANCIAL INC	1,558	58,556	0.0%
Empirical Asset Management, LLC	1,198	45,041	0.32%
FIRETHORN WEALTH PARTNERS, LLC	867	32,571	0.32%
Goldstone Financial Group, LLC	828	31,128	0.09%
Prime Capital Investment Advisors, LLC	822	30,906	0.01%
FOUNDATIONS INVESTMENT ADVISORS, LLC	719	27,031	0.01%
Avior Wealth Management, LLC	686	25,801	0.02%