Adaptive Alpha OpportunitiesAGOXETF
13F holders, Q1 2026 (March 31)44holders −5
5new positions
8sold out
1famous investor
$26.62avg. 13F price*
At the end of Q1 2026, 44 institutions reported holding Adaptive Alpha Opportunities (AGOX) in their 13F filings, down 5 from Q4 2025. 5 opened new positions and 8 sold out. The largest holders were Berman McAleer LLC ($59.5M), Ameritas Advisory Services, LLC ($25.4M) and Royal Bank of Canada ($24.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Adaptive Alpha Opportunities
- Filed as
- STARBOARD INVT TR (Q1 2026)
- CUSIP
- 85521B742
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $555K |
| Exits | 8 | $12.5M |
All 13F filers, Q4 2025 → Q1 2026: 523,740 shares bought and 1,530,010 shares sold, net −1,006,270 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| Berman McAleer LLC | 8.12% | Add +2.3% | 2,236,468 | $59.5M |
| Ameritas Advisory Services, LLC | 0.99% | Reduce -0.9% | 955,033 | $25.4M |
| Royal Bank of Canada | 0.00% | Add +80.2% | 918,498 | $24.4M |
| Kestra Private Wealth Services, LLC | 0.30% | Reduce -9.4% | 906,748 | $24.1M |
| Cetera Investment Advisers | 0.01% | Reduce -1.2% | 438,155 | $11.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.3% | 435,986 | $11.6M |
| LPL Financial LLC | 0.00% | Reduce -7.6% | 409,684 | $10.9M |
| UBS Group AG | 0.00% | Add +0.4% | 341,560 | $9.1M |
| Stratos Wealth Partners, LTD. | 0.09% | Reduce -0.1% | 279,264 | $7.4M |
| Octavia Wealth Advisors, LLC | 0.62% | Reduce -72.5% | 244,421 | $6.5M |
| Partners Wealth Management, LLC | 5.82% | Reduce -8.4% | 212,176 | $5.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +8.4% | 198,543 | $5.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -17.2% | 184,707 | $4.9M |
| WealthPlan Investment Management, LLC | 0.27% | Reduce -46.6% | 184,469 | $4.9M |
| WealthPLAN Partners, LLC | 0.69% | Reduce -23.3% | 133,619 | $3.6M |
| Prosperity Financial Group, Inc. | 1.14% | Reduce 0.0% | 116,214 | $3.1M |
| Integrity Alliance, Llc. | 0.06% | No change | 60,085 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -4.7% | 59,593 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.2% | 58,556 | $1.6M |
| Empirical Asset Management, LLC | 0.32% | Add +0.8% | 45,041 | $1.2M |
| Firethorn Wealth Partners, LLC | 0.32% | Add +12.6% | 32,571 | $867K |
| Goldstone Financial Group, LLC | 0.09% | Reduce -10.8% | 31,128 | $829K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +84.8% | 30,906 | $823K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -38.1% | 27,031 | $720K |
| Avior Wealth Management, LLC | 0.02% | No change | 25,801 | $687K |
| GTS Securities LLC | 0.02% | Add +55.7% | 22,869 | $609K |
| Citadel Advisors | 0.00% | New | 17,540 | $467K |
| Captrust Financial Advisors | 0.00% | No change | 15,245 | $406K |
| Atria Investments, Inc | 0.00% | Reduce -0.2% | 12,526 | $333K |
| Centaurus Financial, Inc. | 0.01% | No change | 11,107 | $296K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -13.8% | 10,203 | $272K |
| Principal Securities, Inc. | 0.00% | Reduce -9.9% | 8,405 | $224K |
| Lido Advisors, LLC | 0.00% | No change | 8,218 | $219K |
| NFSG Corp | 0.03% | Reduce -28.2% | 7,406 | $197K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -37.5% | 3,455 | $92K |
| Harbour Investments, Inc. | 0.00% | New | 1,500 | $40K |
| JPMorgan Chase & Co. | 0.00% | Add +29.0% | 1,536 | $40K |
| Morgan Stanley | 0.00% | Reduce -0.1% | 1,036 | $28K |
| Fifth Third Bancorp | 0.00% | New | 1,032 | $27K |
| Indiana Trust & Investment Management Co | 0.01% | New | 724 | $19K |
| Webster Bank, N. A. | 0.00% | No change | 574 | $15K |
| Assetmark, Inc. | 0.00% | No change | 235 | $6K |
| Security National Bank | 0.00% | New | 68 | $2K |
| Allworth Financial LP | 0.00% | No change | 48 | $1K |
"% of holder's portfolio" is AGOX's weight in each manager's 13F, not the share of Adaptive Alpha Opportunities the manager owns.