Starboard Investment Trust - AGOX

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$231.3M
QoQ value delta ($000)
-$49.23M (-17.55%)
Implied price effect (QoQ)
-6.8%
Shares
Total shares
8,689,984
QoQ shares delta
-1,132,782 (-11.53%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q1 2026)

Top 25 only Full list
Early Q2 2026 data: only 49 institutional holders reported so far. More will appear as funds file with the SEC.
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%
Prosperity Financial Group, Inc. 3,093 116,214 1.14%
INTEGRITY ALLIANCE, LLC. 1,599 60,085 0.06%
NewEdge Advisors, LLC 1,586 59,593 0.01%
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%