STARBOARD INVT TR
CUSIP 85521B742
Starboard Invt Tr has 43 institutional holders in Filings Flow’s 13F database, together reporting 8.63M shares worth $229M as of Q1 2026. The largest reported holders are Berman Mcaleer LLC, Ameritas Advisory Services, LLC, and Royal Bank Of Canada.
Institutional Holders
43
Q1 2026
Reported Value
$229M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Berman McAleer LLC$733M AUM | 8.12% | $60M | 2.24M | Q1 2026OLDER |
| Encompass More Asset Management$597M AUM | 1.97% | $11M | 374.9K | Q4 2025OLDER |
| Prosperity Financial Group, Inc.$271M AUM | 1.14% | $3M | 116.2K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.99% | $25M | 955.0K | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 0.69% | $4M | 133.6K | Q1 2026OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.62% | $7M | 244.4K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.32% | $867,030 | 32.6K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.32% | $1M | 45.0K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.30% | $24M | 906.7K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.27% | $5M | 184.5K | Q1 2026OLDER |
| Goldstone Financial Group, LLC$922M AUM | 0.09% | $828,627 | 31.1K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.08% | $7M | 279.3K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.06% | $4M | 123.4K | Q4 2025OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.06% | $2M | 60.1K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.03% | $197,148 | 7.4K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.02% | $894,270 | 25.8K | Q2 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $608,773 | 22.9K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $260,783 | 9.0K | Q4 2025OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $256,452 | 8.4K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $12M | 438.2K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $822,704 | 30.9K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $397,583 | 13.9K | Q4 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $719,565 | 27.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $5M | 198.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $5M | 184.7K | Q1 2026OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 0.01% | $19,273 | 724 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 59.6K | Q2 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $24M | 918.5K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $333,444 | 12.5K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $90,707 | 3.2K | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $223,741 | 8.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $12M | 436.0K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $205,295 | 7.2K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $11M | 409.7K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.00% | $15,280 | 574 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $9M | 341.6K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $244,698 | 8.6K | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $405,826 | 15.2K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $218,763 | 8.2K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $39,930 | 1.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 58.6K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $91,972 | 3.5K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $88,394 | 3.1K | Q4 2025OLDER |
| Security National Bank$687M AUM | 0.00% | $1,810 | 68 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $13,353 | 435 | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $466,915 | 17.5K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $362,169 | 12.7K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $27,463 | 1.0K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $6,256 | 235 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $1,278 | 48 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $39,584 | 1.5K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $29,617 | 1.0K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.