20 institutions reported holding $152.3M of STARBOARD INVT TR (AGOX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Berman McAleer LLC ($77.2M), KESTRA PRIVATE WEALTH SERVICES, LLC ($24.2M), ENVESTNET ASSET MANAGEMENT INC ($13.9M), Octavia Wealth Advisors, LLC ($9.4M), PARTNERS WEALTH MANAGEMENT, LLC ($7.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Berman McAleer LLC | $77.2M | 2.2M | Trimmed |
| 2 | KESTRA PRIVATE WEALTH SERVICES, LLC | $24.2M | 698,812 | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $13.9M | 401,022 | Trimmed |
| 4 | Octavia Wealth Advisors, LLC | $9.4M | 271,431 | Added |
| 5 | PARTNERS WEALTH MANAGEMENT, LLC | $7.7M | 221,209 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $6.0M | 174,161 | Trimmed |
| 7 | WealthPlan Investment Management, LLC | $5.0M | 143,079 | Trimmed |
| 8 | WealthPLAN Partners, LLC | $2.9M | 84,406 | Trimmed |
| 9 | INTEGRITY ALLIANCE, LLC. | $2.1M | 60,735 | Added |
| 10 | FIRETHORN WEALTH PARTNERS, LLC | $1.8M | 51,768 | Added |
| 11 | Avior Wealth Management, LLC | $894,270 | 25,801 | Hold |
| 12 | Atria Investments, Inc | $427,880 | 12,345 | Trimmed |
| 13 | Kestra Advisory Services, LLC | $355,786 | 10,265 | New |
| 14 | PRINCIPAL SECURITIES, INC. | $261,718 | 7,551 | Trimmed |
| 15 | Encompass More Asset Management | $207,355 | 5,982 | New |
| 16 | ASSETMARK, INC | $8,145 | 235 | Hold |
| 17 | Security National Bank | $2,357 | 68 | Hold |
| 18 | Indiana Trust & Investment Management Co | $0 | 0 | Exited |
| 19 | WEBSTER BANK, N. A. | $0 | 0 | Exited |
| 20 | Prosperity Financial Group, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30