Adaptive Hedged Multi-AssetAMAXETF
13F holders, Q2 2026 (June 30)22holders
3new positions
3sold out
1famous investor
$7.40avg. 13F price*
At the end of Q2 2026, 22 institutions reported holding Adaptive Hedged Multi-Asset (AMAX) in their 13F filings, unchanged from Q1 2026. 3 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($11.1M), Kestra Private Wealth Services, LLC ($10.1M) and Partners Wealth Management, LLC ($6.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Adaptive Hedged Multi-Asset
- Filed as
- STARBOARD INVT TR (Q2 2026)
- CUSIP
- 85521B783
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $6.6M |
| Exits | 3 | $607K |
All 13F filers, Q1 2026 → Q2 2026: 1,644,657 shares bought and 138,649 shares sold, net +1,506,008 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| LPL Financial LLC | 0.00% | Add +44.4% | 1,504,729 | $11.1M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +11.5% | 1,360,361 | $10.1M |
| Partners Wealth Management, LLC | 6.47% | Add +11.4% | 892,491 | $6.6M |
| Prosperity Financial Group, Inc. | 1.39% | New | 606,269 | $4.5M |
| Encompass More Asset Management | 0.44% | Add +4.5% | 400,421 | $3.0M |
| Osaic Holdings, Inc. | 0.00% | Add +1.9% | 368,117 | $2.7M |
| Rockport Wealth LLC | 0.45% | Add +6.2% | 362,053 | $2.7M |
| Fig Financial Advisory Services Inc. | 0.85% | New | 196,418 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.6% | 135,386 | $1.0M |
| WCG Wealth Advisors LLC | 0.02% | New | 93,436 | $691K |
| NewEdge Advisors, LLC | 0.00% | Add +3.4% | 54,242 | $401K |
| Jane Street Group, LLC | 0.00% | Reduce -28.1% | 43,722 | $324K |
| Integrity Alliance, Llc. | 0.01% | Add +1.3% | 38,798 | $287K |
| LaSalle St. Investment Advisors, LLC | 0.03% | Reduce -4.0% | 38,065 | $282K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -42.5% | 32,471 | $240K |
| Envestnet Asset Management Inc. | 0.00% | Add +54.8% | 16,087 | $119K |
| Empirical Asset Management, LLC | 0.02% | Add +0.9% | 12,323 | $91K |
| Centaurus Financial, Inc. | 0.00% | Reduce -21.7% | 12,150 | $90K |
| Ausdal Financial Partners, Inc. | 0.00% | Add +1.5% | 11,232 | $83K |
| Atria Investments, Inc | 0.00% | Add +1.5% | 11,232 | $83K |
| Citadel Advisors | 0.00% | Reduce -53.7% | 11,105 | $82K |
| Morgan Stanley | 0.00% | Reduce -50.0% | 1 | $10 |
"% of holder's portfolio" is AMAX's weight in each manager's 13F, not the share of Adaptive Hedged Multi-Asset the manager owns.