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 | 2,236,468 | 59,534 | 8.12% | 8.53% | 1 | +50,584 | 2.31% | Q1 2026 | Apr 17, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 955,033 | 25,422 | 0.99% | 1.03% | 2 | -8,435 | -0.88% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 918,498 | 24,450 | 0.0% | 0.0% | 3 | +408,731 | 80.18% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 906,748 | 24,137 | 0.3% | 0.35% | 4 | -93,867 | -9.38% | Q1 2026 | Apr 20, 2026 |
| Cetera Investment Advisers | History | Reduced | 438,155 | 11,663 | 0.01% | 0.01% | 5 | -5,148 | -1.16% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 435,986 | 11,605 | 0.0% | 0.0% | 6 | -14,630 | -3.25% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 409,684 | 10,905 | 0.0% | 0.0% | 7 | -33,563 | -7.57% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 341,560 | 9,092 | 0.0% | 0.0% | 8 | +1,369 | 0.4% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 279,264 | 7,434 | 0.08% | 0.09% | 9 | -372 | -0.13% | Q1 2026 | Apr 28, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 244,421 | 6,506 | 0.62% | 2.43% | 10 | -645,802 | -72.54% | Q1 2026 | Apr 10, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Reduced | 212,176 | 5,648 | 5.82% | 6.91% | 11 | -19,494 | -8.41% | Q1 2026 | Apr 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 198,543 | 5,285 | 0.01% | 0.01% | 12 | +15,476 | 8.45% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 184,707 | 4,916 | 0.01% | 0.01% | 13 | -38,479 | -17.24% | Q1 2026 | May 15, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 184,469 | 4,910 | 0.27% | 0.63% | 14 | -161,287 | -46.65% | Q1 2026 | Apr 29, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 133,619 | 3,556 | 0.69% | 0.74% | 15 | -40,596 | -23.3% | Q1 2026 | Apr 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 123,417 | 3,524 | 0.06% | 0.06% | 16 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 116,214 | 3,093 | 1.14% | 1.19% | 17 | -5 | -0.0% | Q1 2026 | May 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 60,085 | 1,599 | 0.06% | 0.06% | 18 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 58,556 | 1,558 | 0.0% | 0.0% | 19 | -731 | -1.23% | Q1 2026 | May 14, 2026 |
| Empirical Asset Management, LLC | History | Added to | 45,041 | 1,198 | 0.32% | 0.36% | 20 | +366 | 0.82% | Q1 2026 | May 11, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 32,571 | 867 | 0.32% | 0.31% | 21 | +3,643 | 12.59% | Q1 2026 | Apr 09, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 31,128 | 828 | 0.09% | 0.11% | 22 | -3,773 | -10.81% | Q1 2026 | Apr 24, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 30,906 | 822 | 0.01% | 0.01% | 23 | +14,185 | 84.83% | Q1 2026 | May 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 27,031 | 719 | 0.01% | 0.02% | 24 | -16,668 | -38.14% | Q1 2026 | May 11, 2026 |
| Avior Wealth Management, LLC | History | No change | 25,801 | 686 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| GTS SECURITIES LLC | History | Added to | 22,869 | 608 | 0.02% | 0.01% | 26 | +8,177 | 55.66% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 17,540 | 466 | 0.0% | — | 27 | +17,540 | New | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 15,245 | 405 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Reduced | 12,526 | 333 | 0.0% | 0.0% | 29 | -27 | -0.22% | Q1 2026 | May 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 11,107 | 296 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 10,203 | 272 | 0.0% | 0.0% | 31 | -1,627 | -13.75% | Q1 2026 | Apr 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 8,405 | 223 | 0.0% | 0.0% | 32 | -923 | -9.89% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | No change | 8,218 | 218 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NFSG Corp | History | Reduced | 7,406 | 197 | 0.03% | 0.05% | 34 | -2,906 | -28.18% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 3,455 | 91 | 0.0% | 0.0% | 35 | -2,074 | -37.51% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 3,095 | 88 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 1,500 | 39 | 0.0% | — | 38 | +1,500 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,536 | 39 | 0.0% | 0.0% | 37 | +345 | 28.97% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,032 | 27 | 0.0% | — | 40 | +1,032 | New | Q1 2026 | May 01, 2026 |
| MORGAN STANLEY | History | Reduced | 1,036 | 27 | 0.0% | 0.0% | 39 | -1 | -0.1% | Q1 2026 | May 15, 2026 |
| Indiana Trust & Investment Management Co | History | New | 724 | 19 | 0.01% | — | 41 | +724 | New | Q1 2026 | Apr 28, 2026 |
| WEBSTER BANK, N. A. | History | No change | 574 | 15 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ASSETMARK, INC | History | No change | 235 | 6 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Security National Bank | History | New | 68 | 1 | 0.0% | — | 45 | +68 | New | Q1 2026 | Apr 16, 2026 |
| Allworth Financial LP | History | No change | 48 | 1 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Encompass More Asset Management | History | Closed out | 0 | 0 | — | 1.97% | — | -374,909 | -100.0% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -62,519 | -100.0% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,921 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,681 | -100.0% | Q1 2026 | May 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.02% | — | -9,042 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,568 | -100.0% | Q1 2026 | Apr 30, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,191 | -100.0% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,188 | -100.0% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,176 | -100.0% | Q1 2026 | May 15, 2026 |