Starboard Investment Trust - AMAX
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Funds
· Industry:
ETF / Fund
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Quarter snapshot
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Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$34.24M
QoQ value delta ($000)
+$5.295M
(+18.29%)
Implied price effect (QoQ)
-3.26%
Shares
Total shares
4,335,753
QoQ shares delta
+789,953
(+22.28%)
Total shares held by funds (by quarter)
Shares (left)
Fund holders (right)
Market chart (AMAX)
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Top holders (Q4 2025)
Top 25 only
Full list
Early Q2 2026 data: only 22 institutional holders reported so far. More will appear as funds file with the SEC.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| KESTRA PRIVATE WEALTH SERVICES, LLC | 8,610 | 1,089,876 | 0.11% |
| LPL Financial LLC | 5,735 | 726,055 | 0.0% |
| Encompass More Asset Management | 5,272 | 667,444 | 0.97% |
| PARTNERS WEALTH MANAGEMENT, LLC | 4,447 | 563,002 | 4.64% |
| OSAIC HOLDINGS, INC. | 3,029 | 383,521 | 0.0% |
| Rockport Wealth LLC | 2,694 | 341,063 | 0.52% |
| RAYMOND JAMES FINANCIAL INC | 1,094 | 138,573 | 0.0% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 652 | 82,549 | 0.01% |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 527 | 66,790 | 0.33% |
| NewEdge Advisors, LLC | 393 | 49,824 | 0.0% |
| Cetera Investment Advisers | 372 | 47,201 | 0.0% |
| LaSalle St. Investment Advisors, LLC | 316 | 40,096 | 0.05% |
| INTEGRITY ALLIANCE, LLC. | 218 | 27,637 | 0.01% |
| Janney Montgomery Scott LLC | 198 | 25,000 | 0.0% |
| JANE STREET GROUP, LLC | 186 | 23,549 | 0.0% |
| CENTAURUS FINANCIAL, INC. | 142 | 18,000 | 0.01% |
| Empirical Asset Management, LLC | 94 | 11,994 | 0.03% |
| HRT FINANCIAL LP | 90 | 11,444 | 0.0% |
| Atria Investments, Inc | 87 | 11,067 | 0.0% |
| Ausdal Financial Partners, Inc. | 87 | 11,067 | 0.0% |
| MORGAN STANLEY | 0 | 1 | 0.0% |