Adaptive Hedged Multi-AssetAMAXETF
13F holders, Q1 2024 (March 31)15holders
$8.07avg. 13F price*
At the end of Q1 2024, 15 institutions reported holding Adaptive Hedged Multi-Asset (AMAX) in their 13F filings. The largest holders were Kestra Private Wealth Services, LLC ($4.7M), Rockport Wealth LLC ($2.7M) and Encompass More Asset Management ($2.7M).
- Company
- Adaptive Hedged Multi-Asset
- Filed as
- STARBOARD INVT TR (Q1 2024)
- CUSIP
- 85521B783
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.3M |
| Exits | 4 | $11.0M |
Ownership 15 holders
| Kestra Private Wealth Services, LLC | 0.11% | Add +38.6% | 586,373 | $4.7M |
| Rockport Wealth LLC | 1.83% | — | 339,649 | $2.7M |
| Encompass More Asset Management | 2.26% | Add +63.9% | 338,596 | $2.7M |
| LPL Financial LLC | 0.00% | Reduce -8.7% | 211,983 | $1.7M |
| Atria Investments, Inc | 0.02% | Reduce -1.6% | 189,747 | $1.5M |
| Gallagher Fiduciary Advisors, LLC | 0.05% | Reduce -6.7% | 171,175 | $1.4M |
| Cetera Investment Advisers | 0.00% | New | 156,987 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +109.9% | 71,218 | $575K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -47.0% | 64,344 | $519K |
| Osaic Holdings, Inc. | 0.00% | Add +6.8% | 42,306 | $341K |
| Centaurus Financial, Inc. | 0.02% | Add +0.2% | 40,041 | $323K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.6% | 23,593 | $190K |
| WealthPLAN Partners, LLC | 0.02% | Reduce -97.6% | 19,080 | $154K |
| Empirical Asset Management, LLC | 0.05% | Reduce -1.6% | 14,089 | $114K |
| UBS Group AG | 0.00% | New | 2,037 | $16K |
"% of holder's portfolio" is AMAX's weight in each manager's 13F, not the share of Adaptive Hedged Multi-Asset the manager owns.