Institutional Ownership
Starboard Invt Tr
CUSIP 85521B742ADAPTIVE ALPHAAGOXQ1 2026
Institutional Holders
43
13F filers
Shares Held
8.63M
Aggregate institutional
Institutional Value
$229.17M
Q1 2026
Net New Holders
-4
5 new · 9 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased9
Decreased21
Sold out9
Institutional Holders
43 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Berman Mcaleer LLC | 2.24M | $59.53M | +50.6K | Added |
| 2 | Ameritas Advisory Services, LLC | 955.0K | $25.42M | −8.4K | Reduced |
| 3 | Royal Bank Of Canada | 918.5K | $24.45M | +408.7K | Added |
| 4 | Kestra Private Wealth Services, LLC | 906.7K | $24.14M | −93.9K | Reduced |
| 5 | Cetera Investment Advisers | 438.2K | $11.66M | −5.1K | Reduced |
| 6 | Envestnet Asset Management Inc | 436.0K | $11.61M | −14.6K | Reduced |
| 7 | Lpl Financial LLC | 409.7K | $10.91M | −33.6K | Reduced |
| 8 | Ubs Group AG | 341.6K | $9.09M | +1.4K | Added |
| 9 | Stratos Wealth Partners, Ltd. | 279.3K | $7.43M | −372 | Reduced |
| 10 | Octavia Wealth Advisors, LLC | 244.4K | $6.51M | −645.8K | Reduced |
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