Adaptive Hedged Multi-AssetAMAXETF
13F holders, Q4 2025 (December 31)21holders +1
4new positions
3sold out
$7.90avg. 13F price*
At the end of Q4 2025, 21 institutions reported holding Adaptive Hedged Multi-Asset (AMAX) in their 13F filings, up 1 from Q3 2025. 4 opened new positions and 3 sold out. The largest holders were Kestra Private Wealth Services, LLC ($8.6M), LPL Financial LLC ($5.7M) and Encompass More Asset Management ($5.3M).
- Company
- Adaptive Hedged Multi-Asset
- Filed as
- STARBOARD INVT TR (Q4 2025)
- CUSIP
- 85521B783
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.1M |
| Exits | 3 | $393K |
All 13F filers, Q3 2025 → Q4 2025: 896,846 shares bought and 106,893 shares sold, net +789,953 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Kestra Private Wealth Services, LLC | 0.11% | Add +8.5% | 1,089,876 | $8.6M |
| LPL Financial LLC | 0.00% | Add +214.4% | 726,055 | $5.7M |
| Encompass More Asset Management | 0.98% | Add +0.4% | 667,444 | $5.3M |
| Partners Wealth Management, LLC | 4.65% | Add +13.9% | 563,002 | $4.4M |
| Osaic Holdings, Inc. | 0.00% | Add +1.4% | 383,521 | $3.0M |
| Rockport Wealth LLC | 0.52% | Add +14.5% | 341,063 | $2.7M |
| Raymond James Financial Inc. | 0.00% | Add +11.7% | 138,573 | $1.1M |
| Foundations Investment Advisors, LLC | 0.01% | Add +53.6% | 82,549 | $652K |
| Fig Financial Advisory Services Inc. | 0.33% | New | 66,790 | $528K |
| NewEdge Advisors, LLC | 0.00% | Add +25.9% | 49,824 | $394K |
| Cetera Investment Advisers | 0.00% | Reduce -13.8% | 47,201 | $373K |
| LaSalle St. Investment Advisors, LLC | 0.05% | New | 40,096 | $316K |
| Integrity Alliance, Llc. | 0.01% | Reduce -19.1% | 27,637 | $218K |
| Janney Montgomery Scott LLC | 0.00% | New | 25,000 | $198K |
| Jane Street Group, LLC | 0.00% | Reduce -58.5% | 23,549 | $186K |
| Centaurus Financial, Inc. | 0.01% | No change | 18,000 | $142K |
| Empirical Asset Management, LLC | 0.03% | Reduce -35.2% | 11,994 | $95K |
| HRT Financial LP | 0.00% | New | 11,444 | $90K |
| Ausdal Financial Partners, Inc. | 0.00% | Reduce -18.9% | 11,067 | $87K |
| Atria Investments, Inc | 0.00% | Reduce -18.9% | 11,067 | $87K |
| Morgan Stanley | 0.00% | No change | 1 | $9 |
"% of holder's portfolio" is AMAX's weight in each manager's 13F, not the share of Adaptive Hedged Multi-Asset the manager owns.