STARBOARD INVT TR

Watch

Share

AGOX·85521B742·US·ETF

AGOX (STARBOARD INVT TR) is held by 21 institutional investors as of Q2 2026. Largest holders: ROYAL BANK OF CANADA ($33.1M), LPL Financial LLC ($16.7M), Cetera Investment Advisers ($14.8M). Net institutional sentiment: Mixed.

21

Holders

(3 Elite)

$110.7M

Total Value

58% (19)

Consensus

11 buying - 8 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Loading verdict

Institutional (13F)83

Insider (Form 4)36

Activist (13D/13G)31

Congressional (STOCK Act)58

Holder Quality

74

★★★★★

Elite

36

★★★★

Strong

82

★★★

Solid

40

★★

Below

69

★

Weak

Held by 21 funds

3 elite

Who's Trading

Source dates: Price Oct 15, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for AGOX.

Top Holders

Top Holders (21)History

AllNewIncreasedHeldDecreasedExitedFirst report

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ROYAL BANK OF CANADA	Increased	954,702(+3.9%)	$33.1M	0.0%	+26.38%	30
LPL Financial LLC	Increased	480,786(+17.4%)	$16.7M	0.0%	+38.40%	33
Cetera Investment Advisers	Decreased	427,633(-2.4%)	$14.8M	0.0%	+29.93%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	401,022(-8.0%)	$13.9M	0.0%	+48.92%	0
UBS Group AG	Decreased	301,095(-11.8%)	$10.4M	0.0%	+35.34%	0
OSAIC HOLDINGS, INC.	Increased	219,294(+18.7%)	$7.6M	0.0%	+38.96%	32
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	174,161(-12.3%)	$6M	0.0%	+25.78%	0
NewEdge Advisors, LLC	Decreased	59,081(-0.9%)	$2M	0.0%	+36.32%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	58,735	$2M	0.0%	-5.27%	36
RAYMOND JAMES FINANCIAL INC	Decreased	58,256(-0.5%)	$2M	0.0%	+10.84%	0
JPMORGAN CHASE & CO	Increased	21,212(+1281.0%)	$735,422	0.0%	-4.01%	27
CAPTRUST FINANCIAL ADVISORS	Unchanged	15,245	$528,398	0.0%	+21.97%	0
Kestra Advisory Services, LLC	New	10,265	$355,786	0.0%	-5.27%	33
IWIntegrated Wealth Concepts LLC	New	6,496	$225,143	0.0%	-5.27%	32
Steward Partners Investment Advisory, LLC	Increased	3,582(+3.7%)	$124,152	0.0%	+28.18%	23
MORGAN STANLEY	Increased	1,063(+2.6%)	$36,858	0.0%	+21.52%	14
FIFTH THIRD BANCORP	Unchanged	1,032	$35,758	0.0%	+23.35%	0
BlackRock, Inc.	New	807	$27,971	0.0%	-5.27%	30
ASSETMARK, INC	Unchanged	235	$8,145	0.0%	+14.61%	0
WELLS FARGO & COMPANY/MN	New	114	$3,951	0.0%	-5.27%	22

Showing 1-20 of 23

Per page:

1 / 2

AGOXSTARBOARD INVT TR

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Similar stocks

FISVFISERV INC

336 holders · $21.1B

SPYSTATE STR SPDR S&P 500 ETF T

296 holders · $348.5B

IVVISHARES TR

263 holders · $566.9B

QQQINVESCO QQQ TR

246 holders · $125.8B

VOOVANGUARD INDEX FDS

246 holders · $265B

IWMISHARES TR

242 holders · $68.1B

GLDSPDR GOLD TR

238 holders · $33.2B

XLFSELECT SECTOR SPDR TR

225 holders · $31.5B

XLESELECT SECTOR SPDR TR

223 holders · $17.3B

EFAISHARES TR

221 holders · $47.1B

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer