Starboard Investment Trust - AMAX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 1,504,729 | 11,134 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 1,360,361 | 10,066 | 0.11% | 0.11% | 2 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | No change | 892,491 | 6,604 | 6.47% | 6.47% | 3 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Prosperity Financial Group, Inc. | History | No change | 606,269 | 4,486 | 1.39% | 1.39% | 4 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Encompass More Asset Management | History | No change | 400,421 | 2,963 | 0.43% | 0.43% | 5 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 368,117 | 2,723 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockport Wealth LLC | History | No change | 362,053 | 2,679 | 0.45% | 0.45% | 7 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 135,386 | 1,001 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | No change | 93,436 | 691 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 54,242 | 401 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 43,722 | 323 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 38,798 | 287 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 38,065 | 281 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | No change | 32,471 | 240 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 24,183 | 178 | 0.11% | 0.85% | 15 | -172,235 | -87.69% | Q3 2026 | Oct 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 16,087 | 119 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Empirical Asset Management, LLC | History | No change | 12,323 | 91 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 12,150 | 90 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Atria Investments, Inc | History | No change | 11,232 | 83 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 11,232 | 83 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 11,105 | 82 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |