Adaptive Hedged Multi-AssetAMAXETF
13F holders, Q1 2026 (March 31)22holders +1
3new positions
2sold out
1famous investor
$7.68avg. 13F price*
At the end of Q1 2026, 22 institutions reported holding Adaptive Hedged Multi-Asset (AMAX) in their 13F filings, up 1 from Q4 2025. 3 opened new positions and 2 sold out. The largest holders were Kestra Private Wealth Services, LLC ($9.4M), LPL Financial LLC ($8.0M) and Partners Wealth Management, LLC ($6.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Adaptive Hedged Multi-Asset
- Filed as
- STARBOARD INVT TR (Q1 2026)
- CUSIP
- 85521B783
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $264K |
| Exits | 2 | $618K |
All 13F filers, Q4 2025 → Q1 2026: 800,462 shares bought and 441,114 shares sold, net +359,348 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| Kestra Private Wealth Services, LLC | 0.12% | Add +11.9% | 1,219,567 | $9.4M |
| LPL Financial LLC | 0.00% | Add +43.6% | 1,042,341 | $8.0M |
| Partners Wealth Management, LLC | 6.34% | Add +42.2% | 800,842 | $6.2M |
| Encompass More Asset Management | 0.50% | Reduce -42.6% | 383,376 | $2.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.8% | 361,089 | $2.8M |
| Rockport Wealth LLC | 0.48% | Reduce -0.1% | 340,852 | $2.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.8% | 136,136 | $1.0M |
| Jane Street Group, LLC | 0.00% | Add +158.2% | 60,802 | $467K |
| Janney Montgomery Scott LLC | 0.00% | Add +125.9% | 56,466 | $434K |
| NewEdge Advisors, LLC | 0.00% | Add +5.3% | 52,454 | $403K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -43.3% | 46,838 | $360K |
| LaSalle St. Investment Advisors, LLC | 0.04% | Reduce -1.1% | 39,646 | $304K |
| Integrity Alliance, Llc. | 0.01% | Add +38.6% | 38,294 | $294K |
| Cetera Investment Advisers | 0.00% | Reduce -32.0% | 32,111 | $247K |
| Citadel Advisors | 0.00% | New | 23,992 | $184K |
| Centaurus Financial, Inc. | 0.01% | Reduce -13.8% | 15,519 | $119K |
| Empirical Asset Management, LLC | 0.02% | Add +1.8% | 12,208 | $94K |
| Ausdal Financial Partners, Inc. | 0.00% | No change | 11,067 | $85K |
| Atria Investments, Inc | 0.00% | No change | 11,067 | $85K |
| Envestnet Asset Management Inc. | 0.00% | New | 10,395 | $80K |
| UBS Group AG | 0.00% | New | 37 | $284 |
| Morgan Stanley | 0.00% | Add +100.0% | 2 | $22 |
"% of holder's portfolio" is AMAX's weight in each manager's 13F, not the share of Adaptive Hedged Multi-Asset the manager owns.