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

STARBOARD INVT TR

AMAX
Institutions
22
Combined AUM (Q2 2026)
$45.9M
Combined Shares (Q2 2026)
6.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.6M
15 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-138,648
9 · 3 Exit · ≈
⚖️ Net
+1.5M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$45.9M
Institutions
22
New Buys
3
Adds
12
Reduces
6
Exits
3
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
<0.01%<0.01%#14$11.1M1.5M$8.0M1.0M+462,388+44.36%Add
KESTRA PRIVATE WEALTH SERVICES, LLC
0.11%0.12%#6$10.1M1.4M$9.4M1.2M+140,794+11.54%Add
PARTNERS WEALTH MANAGEMENT, LLC
6.47%6.34%#1$6.6M892,491$6.2M800,842+91,649+11.44%Add
Prosperity Financial Group, Inc.
1.39%#2$4.5M606,269$00+606,269New Buy
Encompass More Asset Management
0.43%0.49%#5$3.0M400,421$2.9M383,376+17,045+4.45%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#13$2.7M368,117$2.8M361,089+7,028+1.95%Add
Rockport Wealth LLC
0.45%0.48%#4$2.7M362,053$2.6M340,852+21,201+6.22%Add
FIG FINANCIAL ADVISORY SERVICES INC /ADV
0.85%#3$1.5M196,418$00+196,418New Buy
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#18$1.0M135,386$1.0M136,136-750-0.55%Reduce
WCG Wealth Advisors LLC
0.02%#9$691,42793,436$00+93,436New Buy
NewEdge Advisors, LLC
<0.01%<0.01%#15$401,38354,242$402,84852,454+1,788+3.41%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#20$323,54343,722$466,95960,802-17,080-28.09%Reduce
INTEGRITY ALLIANCE, LLC.
0.01%0.01%#10$287,11038,798$294,09938,294+504+1.32%Add
LaSalle St. Investment Advisors, LLC
0.03%0.04%#7$281,68138,065$304,48139,646-1,581-3.99%Reduce
Janney Montgomery Scott LLC
<0.01%<0.01%#17$240,28532,471$434,00056,466-23,995-42.49%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#19$119,04416,087$79,83410,395+5,692+54.76%Add
Empirical Asset Management, LLC
0.02%0.02%#8$91,18712,323$93,75912,208+115+0.94%Add
CENTAURUS FINANCIAL, INC.
<0.01%0.01%#11$89,91012,150$119,00015,519-3,369-21.71%Reduce
Atria Investments, Inc
<0.01%<0.01%#16$83,11711,232$84,99511,067+165+1.49%Add
Ausdal Financial Partners, Inc.
<0.01%<0.01%#12$83,11711,232$84,99511,067+165+1.49%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#21$82,17711,105$184,25923,992-12,887-53.71%Reduce
MORGAN STANLEY
<0.01%<0.01%#22$101$12100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow