AGOX — Starboard Invt Tr Institutional Holders · Q2 2026

Name: Who Owns AGOX? 57 Institutions Hold $314M (Q2 2026)
Creator: ko.io

Who owns Starboard Invt Tr (AGOX)? 57 institutions reported holding $314.03M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Berman McAleer LLC ($77.2M), Ameritas Advisory Services, LLC ($51.9M), Royal Bank of Canada ($33.1M).

Rank	Institution	Value	Shares	Change
1	Berman McAleer LLC	$77.2M	2.2M	Trimmed
2	Ameritas Advisory Services, LLC	$51.9M	1.5M	Added
3	Royal Bank of Canada	$33.1M	954,702	Added
4	KESTRA PRIVATE WEALTH SERVICES, LLC	$24.2M	698,812	Trimmed
5	LPL Financial LLC	$16.7M	480,786	Added
6	Cetera Investment Advisers	$14.8M	427,633	Trimmed
7	ENVESTNET ASSET MANAGEMENT INC	$13.9M	401,022	Trimmed
8	UBS Group AG	$10.4M	301,095	Trimmed
9	Stratos Wealth Partners, LTD.	$9.7M	278,915	Trimmed
10	Octavia Wealth Advisors, LLC	$9.4M	271,431	Added
11	PARTNERS WEALTH MANAGEMENT, LLC	$7.7M	221,209	Added
12	OSAIC HOLDINGS, INC.	$7.6M	219,294	Added
13	COMMONWEALTH EQUITY SERVICES, LLC	$6.0M	174,161	Trimmed
14	WealthPlan Investment Management, LLC	$5.0M	143,079	Trimmed
15	Global Retirement Partners, LLC	$3.9M	112,278	Trimmed
16	WealthPLAN Partners, LLC	$2.9M	84,406	Trimmed
17	INTEGRITY ALLIANCE, LLC.	$2.1M	60,735	Added
18	NewEdge Advisors, LLC	$2.0M	59,081	Trimmed
19	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.0M	58,735	New
20	RAYMOND JAMES FINANCIAL INC	$2.0M	58,256	Trimmed
21	FIRETHORN WEALTH PARTNERS, LLC	$1.8M	51,768	Added
22	Empirical Asset Management, LLC	$1.6M	45,419	Added
23	Goldstone Financial Group, LLC	$1.0M	29,492	Trimmed
24	Avior Wealth Management, LLC	$894,270	25,801	Hold
25	Prime Capital Investment Advisors, LLC	$791,340	22,832	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30