STARBOARD INVT TR

AGOX

Data as of Q4 2025

Track which institutional investors hold this security, how their positions are changing, and whether consensus is bullish or bearish. Listed on US.

SymbolAGOX

CUSIP85521B742

Type

etf

ClassADAPTIVE ALPHA

SEC EDGAR Source

Institutional Holders

Total Institutional Value

$73.9M

Institutional Consensus

Price History

Institutional Holders(Showing 5 of 17)

Filer	Action	Shares	Value	Portfolio Weight	Est. P&L	Conviction
ROYAL BANK OF CANADA	Decreased	509,767(-0.1%)	$14.6M	0.0%	+6.58%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	450,616(+1.3%)	$12.9M	0.0%	+30.71%	28
Cetera Investment Advisers	Increased	443,303(+0.7%)	$12.7M	0.0%	+14.19%	28
LPL Financial LLC	Increased	443,247(+31.9%)	$12.7M	0.0%	+31.34%	36
UBS Group AG	Decreased	340,191(-4.6%)	$9.7M	0.0%	+18.91%	0

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