Starboard Invt Tr (AGOX): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow AGOX for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 49

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$34.66

+30.2% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of AGOX (all 13F filers)

Berman McAleer2.2 MType not verified−9,887
Ameritas Advisory Services1.5 MType not verified+542 K
Royal Bank of Canada955 KBank or trading desk+36 K
Kestra Private Wealth Services699 KWealth adviser−208 K
LPL Financial481 KWealth adviser+71 K
Cetera Investment Advisers428 KWealth adviser−11 K
Envestnet Asset Management401 KWealth adviser−35 K
UBS Group301 KBank or trading desk−40 K
Stratos Wealth Partners279 KWealth adviser−349
Octavia Wealth Advisors271 KWealth adviser+27 K

Filer	Type
Berman McAleer	Type not verified	2.2 M	−9,887	$77.2M
Ameritas Advisory Services	Type not verified	1.5 M	+542 K	$51.9M
Royal Bank of Canada	Bank or trading desk	955 K	+36 K	$33.1M
Kestra Private Wealth Services	Wealth adviser	699 K	−208 K	$24.2M
LPL Financial	Wealth adviser	481 K	+71 K	$16.7M
Cetera Investment Advisers	Wealth adviser	428 K	−11 K	$14.8M
Envestnet Asset Management	Wealth adviser	401 K	−35 K	$13.9M
UBS Group	Bank or trading desk	301 K	−40 K	$10.4M
Stratos Wealth Partners	Wealth adviser	279 K	−349	$9.7M
Octavia Wealth Advisors	Wealth adviser	271 K	+27 K	$9.4M

Berman McAleer
Shares
2.2 M
Change
−9,887
See more
Type
Type not verified
Value
$77.2M
Ameritas Advisory Services
Shares
1.5 M
Change
+542 K
See more
Type
Type not verified
Value
$51.9M
Royal Bank of Canada
Shares
955 K
Change
+36 K
See more
Type
Bank or trading desk
Value
$33.1M
Kestra Private Wealth Services
Shares
699 K
Change
−208 K
See more
Type
Wealth adviser
Value
$24.2M
LPL Financial
Shares
481 K
Change
+71 K
See more
Type
Wealth adviser
Value
$16.7M
Cetera Investment Advisers
Shares
428 K
Change
−11 K
See more
Type
Wealth adviser
Value
$14.8M
Envestnet Asset Management
Shares
401 K
Change
−35 K
See more
Type
Wealth adviser
Value
$13.9M
UBS Group
Shares
301 K
Change
−40 K
See more
Type
Bank or trading desk
Value
$10.4M
Stratos Wealth Partners
Shares
279 K
Change
−349
See more
Type
Wealth adviser
Value
$9.7M
Octavia Wealth Advisors
Shares
271 K
Change
+27 K
See more
Type
Wealth adviser
Value
$9.4M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗