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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 1,089,876 | 8,610 | 0.11% | 0.11% | 1 | +85,006 | 8.46% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Added to | 726,055 | 5,735 | 0.0% | 0.0% | 2 | +495,120 | 214.4% | Q4 2025 | Feb 11, 2026 |
| Encompass More Asset Management | History | Added to | 667,444 | 5,272 | 0.97% | 1.04% | 3 | +2,612 | 0.39% | Q4 2025 | Feb 03, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Added to | 563,002 | 4,447 | 4.64% | 4.0% | 4 | +68,805 | 13.92% | Q4 2025 | Jan 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 383,521 | 3,029 | 0.0% | 0.0% | 5 | +5,227 | 1.38% | Q4 2025 | Feb 17, 2026 |
| Rockport Wealth LLC | History | Added to | 341,063 | 2,694 | 0.52% | 0.5% | 6 | +43,182 | 14.5% | Q4 2025 | Feb 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 138,573 | 1,094 | 0.0% | 0.0% | 7 | +14,495 | 11.68% | Q4 2025 | Feb 18, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 82,549 | 652 | 0.01% | 0.01% | 8 | +28,808 | 53.61% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 49,824 | 393 | 0.0% | 0.0% | 9 | +10,261 | 25.94% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Reduced | 47,201 | 372 | 0.0% | 0.0% | 10 | -7,534 | -13.76% | Q4 2025 | Feb 17, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 40,096 | 316 | 0.05% | — | 11 | +40,096 | New | Q4 2025 | Feb 17, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 27,637 | 218 | 0.01% | 0.01% | 12 | -6,547 | -19.15% | Q4 2025 | Feb 09, 2026 |
| Janney Montgomery Scott LLC | History | New | 25,000 | 198 | 0.0% | — | 13 | +25,000 | New | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 23,549 | 186 | 0.0% | 0.0% | 14 | -33,168 | -58.48% | Q4 2025 | Feb 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 18,000 | 142 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 11,994 | 94 | 0.03% | 0.04% | 16 | -6,510 | -35.18% | Q4 2025 | Feb 06, 2026 |
| HRT FINANCIAL LP | History | New | 11,444 | 90 | 0.0% | — | 17 | +11,444 | New | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | Reduced | 11,067 | 87 | 0.0% | 0.0% | 18 | -2,581 | -18.91% | Q4 2025 | Feb 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 11,067 | 87 | 0.0% | 0.01% | 19 | -2,581 | -18.91% | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -34,674 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WealthPlan Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,502 | -100.0% | Q3 2025 | Oct 27, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -796 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |