13FBOX
STARBOARD INVT TR · 13F Institutional Holdings
Options Calculator Rankings
S

STARBOARD INVT TR

RHRX
Institutions
12
Combined AUM (Q2 2026)
$17.3M
Combined Shares (Q2 2026)
791,471
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+225,701
5 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-54,694
5 · 1 Exit · ≈
⚖️ Net
+171,007
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$17.3M
Institutions
12
New Buys
2
Adds
3
Reduces
4
Exits
1
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
PARTNERS WEALTH MANAGEMENT, LLC
4.69%3.82%#1$4.8M216,965$3.7M194,936+22,029+11.30%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#8$3.6M162,694$35,5291,871+160,823+8,595.56%Add
INTEGRITY ALLIANCE, LLC.
0.1%0.11%#2$3.2M146,569$2.9M153,349-6,780-4.42%Reduce
LPL Financial LLC
<0.01%<0.01%#11$1.5M68,905$975,60651,365+17,540+34.15%Add
Cetera Investment Advisers
<0.01%<0.01%#10$1.3M57,477$1.6M85,667-28,190-32.91%Reduce
Avior Wealth Management, LLC
0.02%0.02%#3$605,96931,904$605,96931,90400.00%Unchanged
NewEdge Advisors, LLC
<0.01%<0.01%#9$558,49325,340$487,33225,658-318-1.24%Reduce
WCG Wealth Advisors LLC
0.01%#4$556,22425,237$00+25,237New Buy
Prime Capital Investment Advisors, LLC
0.01%0.01%#6$531,45124,113$504,80926,578-2,465-9.27%Reduce
Stratos Wealth Partners, LTD.
<0.01%<0.01%#7$469,78321,315$404,84621,31500.00%Unchanged
CENTAURUS FINANCIAL, INC.
0.01%0.01%#5$239,79510,880$207,00010,88000.00%Unchanged
UBS Group AG
<0.01%#12$1,58772$00+72New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow