Who Owns STARBOARD INVT TR (AMAX)? -- Institutional Holders (2026-06-30)
25 institutions reported holding $45.9M of STARBOARD INVT TR (AMAX) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($11.1M), KESTRA PRIVATE WEALTH SERVICES, LLC ($10.1M), PARTNERS WEALTH MANAGEMENT, LLC ($6.6M), Prosperity Financial Group, Inc. ($4.5M), Encompass More Asset Management ($3.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $11.1M | 1.5M | Added |
| 2 | KESTRA PRIVATE WEALTH SERVICES, LLC | $10.1M | 1.4M | Added |
| 3 | PARTNERS WEALTH MANAGEMENT, LLC | $6.6M | 892,491 | Added |
| 4 | Prosperity Financial Group, Inc. | $4.5M | 606,269 | New |
| 5 | Encompass More Asset Management | $3.0M | 400,421 | Added |
| 6 | OSAIC HOLDINGS, INC. | $2.7M | 368,117 | Added |
| 7 | Rockport Wealth LLC | $2.7M | 362,053 | Added |
| 8 | FIG FINANCIAL ADVISORY SERVICES INC /ADV | $1.5M | 196,418 | New |
| 9 | RAYMOND JAMES FINANCIAL INC | $1.0M | 135,386 | Trimmed |
| 10 | WCG Wealth Advisors LLC | $691,427 | 93,436 | New |
| 11 | NewEdge Advisors, LLC | $401,383 | 54,242 | Added |
| 12 | JANE STREET GROUP, LLC | $323,543 | 43,722 | Trimmed |
| 13 | INTEGRITY ALLIANCE, LLC. | $287,110 | 38,798 | Added |
| 14 | LaSalle St. Investment Advisors, LLC | $281,681 | 38,065 | Trimmed |
| 15 | Janney Montgomery Scott LLC | $240,000 | 32,471 | Trimmed |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $119,044 | 16,087 | Added |
| 17 | Empirical Asset Management, LLC | $91,187 | 12,323 | Added |
| 18 | CENTAURUS FINANCIAL, INC. | $90,000 | 12,150 | Trimmed |
| 19 | Atria Investments, Inc | $83,117 | 11,232 | Added |
| 20 | Ausdal Financial Partners, Inc. | $83,117 | 11,232 | Added |
| 21 | CITADEL ADVISORS LLC | $82,177 | 11,105 | Trimmed |
| 22 | MORGAN STANLEY | $10 | 1 | Trimmed |
| 23 | UBS Group AG | $0 | 0 | Exited |
| 24 | Cetera Investment Advisers | $0 | 0 | Exited |
| 25 | Foundations Investment Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30