Starboard Investment Trust - AGOX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Berman McAleer LLC | History | Added to | 2,185,884 | 62,428 | 8.53% | 9.34% | 1 | +10,982 | 0.5% | Q4 2025 | Feb 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 1,000,615 | 28,577 | 0.35% | 0.37% | 2 | +77,431 | 8.39% | Q4 2025 | Jan 29, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 963,468 | 27,516 | 1.03% | 0.07% | 3 | +926,639 | 2516.06% | Q4 2025 | Feb 04, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 890,223 | 25,424 | 2.43% | 2.59% | 4 | +42,565 | 5.02% | Q4 2025 | Jan 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 509,767 | 14,559 | 0.0% | — | 5 | +509,767 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 450,616 | 12,869 | 0.0% | 0.0% | 6 | +5,601 | 1.26% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 443,303 | 12,660 | 0.01% | 0.02% | 7 | +3,227 | 0.73% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 443,247 | 12,659 | 0.0% | 0.0% | 8 | +107,109 | 31.86% | Q4 2025 | Feb 11, 2026 |
| Encompass More Asset Management | History | Reduced | 374,909 | 10,707 | 1.97% | 2.22% | 9 | -3,018 | -0.8% | Q4 2025 | Feb 03, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 345,756 | 9,874 | 0.63% | 0.84% | 10 | -64,503 | -15.72% | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | Reduced | 340,191 | 9,715 | 0.0% | 0.0% | 11 | -16,424 | -4.61% | Q4 2025 | Jan 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 279,636 | 7,986 | 0.09% | 0.1% | 12 | +9,283 | 3.43% | Q4 2025 | Jan 20, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Added to | 231,670 | 6,616 | 6.91% | 6.91% | 13 | +3,514 | 1.54% | Q4 2025 | Jan 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 223,186 | 6,374 | 0.01% | 0.01% | 14 | -8,136 | -3.52% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 183,067 | 5,228 | 0.01% | 0.01% | 15 | +8,889 | 5.1% | Q4 2025 | Feb 12, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 174,215 | 4,975 | 0.74% | 0.85% | 16 | -10,663 | -5.77% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 123,417 | 3,524 | 0.06% | 0.08% | 17 | +1,710 | 1.41% | Q4 2025 | Feb 06, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 116,219 | 3,319 | 1.19% | 1.3% | 18 | +42 | 0.04% | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | Added to | 62,519 | 1,785 | 0.01% | 0.01% | 19 | +6,312 | 11.23% | Q4 2025 | Feb 18, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 60,085 | 1,716 | 0.06% | 0.09% | 20 | -1,105 | -1.81% | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 59,287 | 1,693 | 0.0% | 0.0% | 21 | +5,391 | 10.0% | Q4 2025 | Feb 18, 2026 |
| Empirical Asset Management, LLC | History | Added to | 44,675 | 1,275 | 0.36% | 0.37% | 22 | +1,358 | 3.14% | Q4 2025 | Feb 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 43,699 | 1,248 | 0.02% | 0.01% | 23 | +16,962 | 63.44% | Q4 2025 | Feb 10, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 34,901 | 996 | 0.11% | 0.13% | 24 | -1,538 | -4.22% | Q4 2025 | Feb 13, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 28,928 | 826 | 0.31% | 0.25% | 25 | +8,053 | 38.58% | Q4 2025 | Jan 08, 2026 |
| Avior Wealth Management, LLC | History | Added to | 25,801 | 736 | 0.02% | 0.02% | 26 | +792 | 3.17% | Q4 2025 | Jan 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 16,721 | 477 | 0.01% | 0.01% | 27 | -130 | -0.77% | Q4 2025 | Jan 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 15,245 | 435 | 0.0% | 0.0% | 28 | +467 | 3.16% | Q4 2025 | Feb 17, 2026 |
| GTS SECURITIES LLC | History | Added to | 14,692 | 419 | 0.01% | 0.01% | 29 | +3,878 | 35.86% | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 13,921 | 397 | 0.01% | — | 30 | +13,921 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 12,681 | 362 | 0.0% | 0.0% | 31 | -7,385 | -36.8% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | Reduced | 12,553 | 358 | 0.0% | 0.0% | 32 | -1,703 | -11.95% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 11,830 | 338 | 0.0% | 0.0% | 33 | +1,727 | 17.09% | Q4 2025 | Feb 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 11,107 | 317 | 0.01% | 0.02% | 34 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 10,312 | 294 | 0.05% | 0.06% | 35 | -2,432 | -19.08% | Q4 2025 | Jan 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 9,328 | 266 | 0.0% | 0.01% | 36 | -2,363 | -20.21% | Q4 2025 | Feb 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 9,042 | 260 | 0.02% | — | 37 | +9,042 | New | Q4 2025 | Jan 15, 2026 |
| Lido Advisors, LLC | History | No change | 8,218 | 252 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 8,568 | 244 | 0.0% | 0.0% | 39 | -12,623 | -59.57% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Reduced | 7,188 | 205 | 0.0% | 0.0% | 41 | -504 | -6.55% | Q4 2025 | Feb 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 7,191 | 205 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 5,529 | 157 | 0.0% | 0.0% | 42 | +1,490 | 36.89% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3,176 | 90 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | Added to | 3,095 | 88 | 0.0% | 0.0% | 44 | +95 | 3.17% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,191 | 34 | 0.0% | 0.0% | 45 | +815 | 216.76% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | No change | 1,037 | 29 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 574 | 16 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ASSETMARK, INC | History | No change | 235 | 6 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 48 | 1 | 0.0% | — | 49 | +48 | New | Q4 2025 | Feb 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -8,355 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -435 | -100.0% | Q3 2025 | Nov 10, 2025 |