Adaptive Hedged Multi-AssetAMAXETF
13F holders, Q4 2024 (December 31)17holders +2
2new positions
1sold out
$7.81avg. 13F price*
At the end of Q4 2024, 17 institutions reported holding Adaptive Hedged Multi-Asset (AMAX) in their 13F filings, up 2 from Q3 2024. 2 opened new positions and 1 sold out. The largest holders were Kestra Private Wealth Services, LLC ($7.1M), Encompass More Asset Management ($3.7M) and Rockport Wealth LLC ($3.4M).
- Company
- Adaptive Hedged Multi-Asset
- Filed as
- STARBOARD INVT TR (Q4 2024)
- CUSIP
- 85521B783
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $498K |
| Exits | 1 | $985 |
All 13F filers, Q3 2024 → Q4 2024: 308,268 shares bought and 59,481 shares sold, net +248,787 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Kestra Private Wealth Services, LLC | 0.12% | Add +12.0% | 912,751 | $7.1M |
| Encompass More Asset Management | 1.24% | Add +12.4% | 481,387 | $3.7M |
| Rockport Wealth LLC | 1.52% | Add +15.3% | 427,699 | $3.4M |
| Partners Wealth Management, LLC | 2.56% | — | 289,199 | $2.2M |
| LPL Financial LLC | 0.00% | Add +7.5% | 228,797 | $1.8M |
| Cetera Investment Advisers | 0.00% | Reduce -2.3% | 90,139 | $701K |
| AE Wealth Management LLC | 0.00% | New | 41,908 | $326K |
| Old Mission Capital LLC | 0.01% | Add +133.7% | 33,522 | $261K |
| NewEdge Advisors, LLC | 0.00% | Add +0.8% | 27,336 | $213K |
| Centaurus Financial, Inc. | 0.01% | Reduce -4.0% | 25,183 | $196K |
| Jane Street Group, LLC | 0.00% | New | 22,200 | $173K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.7% | 17,213 | $134K |
| Empirical Asset Management, LLC | 0.04% | Add +1.6% | 14,685 | $114K |
| Atria Investments, Inc | 0.00% | Add +4.7% | 12,585 | $98K |
| WealthPLAN Partners, LLC | 0.01% | Reduce -2.8% | 11,206 | $87K |
| UBS Group AG | 0.00% | Reduce -49.0% | 6,145 | $48K |
| Osaic Holdings, Inc. | 0.00% | Reduce -98.6% | 722 | $6K |
"% of holder's portfolio" is AMAX's weight in each manager's 13F, not the share of Adaptive Hedged Multi-Asset the manager owns.