Institutional Ownership
Starboard Invt Tr
CUSIP 85521B783ADAPTIVE HDGD MUAMAXQ1 2026
Institutional Holders
21
13F filers
Shares Held
4.64M
Aggregate institutional
Institutional Value
$35.10M
Q1 2026
Net New Holders
+1
3 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased8
Decreased8
Sold out2
Institutional Holders
21 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Kestra Private Wealth Services, LLC | 1.22M | $9.37M | +129.7K | Added |
| 2 | Lpl Financial LLC | 1.04M | $8.01M | +316.3K | Added |
| 3 | Partners Wealth Management, LLC | 800.8K | $6.15M | +237.8K | Added |
| 4 | Encompass More Asset Management | 383.4K | $2.94M | −284.1K | Reduced |
| 5 | Osaic Holdings, Inc. | 361.1K | $2.77M | −22.4K | Reduced |
| 6 | Rockport Wealth LLC | 340.9K | $2.62M | −211 | Reduced |
| 7 | Raymond James Financial Inc | 136.1K | $1.05M | −2.4K | Reduced |
| 8 | Jane Street Group, LLC | 60.8K | $467.0K | +37.3K | Added |
| 9 | Foundations Investment Advisors, LLC | 46.8K | $359.7K | −35.7K | Reduced |
| 10 | Lasalle St. Investment Advisors, LLC | 39.6K | $304.5K | −450 | Reduced |
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