CUSIP 85521B742ADAPTIVE ALPHAAGOXQ4 2025
Aggregate 13F value by quarter
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49 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Berman Mcaleer LLC | 2.19M | $62.43M | +11.0K | Added |
| 2 | Kestra Private Wealth Services, LLC | 1.00M | $28.58M | +77.4K | Added |
| 3 | Ameritas Advisory Services, LLC | 963.5K | $27.52M | +926.6K | Added |
| 4 | Octavia Wealth Advisors, LLC | 890.2K | $25.42M |
| +42.6K |
| Added |
| 5 | Royal Bank Of Canada | 509.8K | $14.56M | −778 | Reduced |
| 6 | Envestnet Asset Management Inc | 450.6K | $12.87M | +5.6K | Added |
| 7 | Cetera Investment Advisers | 443.3K | $12.66M | +3.2K | Added |
| 8 | Lpl Financial LLC | 443.2K | $12.66M | +107.1K | Added |
| 9 | Encompass More Asset Management | 374.9K | $10.71M | −3.0K | Reduced |
| 10 | Wealthplan Investment Management, LLC | 345.8K | $9.87M | −64.5K | Reduced |
See every fund holding Starboard Invt Tr, with full quarter-over-quarter share changes.
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