8 institutions reported holding $27.3M of STARBOARD INVT TR (AMAX) in SEC 13F filings for 2026-06-30. Largest institutional holders: KESTRA PRIVATE WEALTH SERVICES, LLC ($10.1M), PARTNERS WEALTH MANAGEMENT, LLC ($6.6M), Prosperity Financial Group, Inc. ($4.5M), Encompass More Asset Management ($3.0M), Rockport Wealth LLC ($2.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KESTRA PRIVATE WEALTH SERVICES, LLC | $10.1M | 1.4M | Added |
| 2 | PARTNERS WEALTH MANAGEMENT, LLC | $6.6M | 892,491 | Added |
| 3 | Prosperity Financial Group, Inc. | $4.5M | 606,269 | New |
| 4 | Encompass More Asset Management | $3.0M | 400,421 | Added |
| 5 | Rockport Wealth LLC | $2.7M | 362,053 | Added |
| 6 | INTEGRITY ALLIANCE, LLC. | $287,110 | 38,798 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $119,044 | 16,087 | Added |
| 8 | Atria Investments, Inc | $83,117 | 11,232 | Added |
Source: SEC Form 13F filings · as of 2026-06-30