AGOX

STARBOARD INVT TR

Institutional Ownership · Q4 2025

Filing: Q4 2025

STARBOARD INVT TR (AGOX) is held by 51 institutional investors with combined holdings of $323M. Major holders include Berman McAleer LLC, KESTRA PRIVATE WEALTH SER, Ameritas Advisory Service.

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Institutional Holders

Total Value

$322.9M

Ownership %

—

🏦 Top Institutional Holders

Berman McAleer LLC

2.2M shares

$62.4M

KESTRA PRIVATE WEALTH SERVICES, LLC

2.1M shares

$37.2M

Ameritas Advisory Services, LLC

963.5K shares

$27.5M

Octavia Wealth Advisors, LLC

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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