Adaptive Hedged Multi-AssetAMAXETF
13F holders, Q1 2025 (March 31)18holders +1
3new positions
2sold out
$7.40avg. 13F price*
At the end of Q1 2025, 18 institutions reported holding Adaptive Hedged Multi-Asset (AMAX) in their 13F filings, up 1 from Q4 2024. 3 opened new positions and 2 sold out. The largest holders were Kestra Private Wealth Services, LLC ($7.0M), Encompass More Asset Management ($3.8M) and Partners Wealth Management, LLC ($2.3M).
- Company
- Adaptive Hedged Multi-Asset
- Filed as
- STARBOARD INVT TR (Q1 2025)
- CUSIP
- 85521B783
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $856K |
| Exits | 2 | $266K |
All 13F filers, Q4 2024 → Q1 2025: 240,964 shares bought and 231,489 shares sold, net +9,475 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Kestra Private Wealth Services, LLC | 0.12% | Add +3.1% | 940,806 | $7.0M |
| Encompass More Asset Management | 1.13% | Add +6.0% | 510,106 | $3.8M |
| Partners Wealth Management, LLC | 2.58% | Add +6.1% | 306,801 | $2.3M |
| Rockport Wealth LLC | 0.74% | Reduce -33.4% | 284,863 | $2.1M |
| LPL Financial LLC | 0.00% | Add +2.8% | 235,214 | $1.7M |
| Integrity Alliance, Llc. | 0.03% | New | 99,083 | $734K |
| Cetera Investment Advisers | 0.00% | Reduce -22.0% | 70,348 | $521K |
| Jane Street Group, LLC | 0.00% | Add +160.2% | 57,753 | $428K |
| Centaurus Financial, Inc. | 0.01% | No change | 25,183 | $186K |
| NewEdge Advisors, LLC | 0.00% | Reduce -12.7% | 23,876 | $177K |
| Empirical Asset Management, LLC | 0.05% | Add +24.9% | 18,344 | $136K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.8% | 17,518 | $130K |
| Susquehanna International Group, LLP | 0.00% | New | 16,532 | $122K |
| WealthPLAN Partners, LLC | 0.02% | Add +43.2% | 16,050 | $119K |
| Atria Investments, Inc | 0.00% | Add +1.1% | 12,725 | $94K |
| AE Wealth Management LLC | 0.00% | Reduce -74.3% | 10,750 | $80K |
| UBS Group AG | 0.00% | Add +0.9% | 6,198 | $46K |
| Morgan Stanley | 0.00% | New | 2 | $16 |
"% of holder's portfolio" is AMAX's weight in each manager's 13F, not the share of Adaptive Hedged Multi-Asset the manager owns.