CUSIP 85521B742
STARBOARD INVT TR
80 institutions · $297.7M total · 10,686,448 shares · STHO
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Berman McAleer LLC | 2,185,884 | $62.4M | 20.45% | 2025-12-31 |
| 2 | KESTRA PRIVATE WEALTH SERVICES, LLC | 1,000,615 | $28.6M | 9.36% | 2025-12-31 |
| 3 | Ameritas Advisory Services, LLC | 963,468 | $27.5M | 9.01% | 2025-12-31 |
| 4 | Octavia Wealth Advisors, LLC | 890,223 | $25.4M | 8.33% | 2025-12-31 |
| 5 | Royal Bank of Canada | 509,767 | $14.6M | 4.77% | 2025-12-31 |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 450,616 | $12.9M | 4.21% | 2025-12-31 |
| 7 | Cetera Investment Advisers | 443,303 | $12.7M | 4.14% | 2025-12-31 |
| 8 | LPL Financial LLC | 443,247 | $12.7M | 4.14% | 2025-12-31 |
| 9 | Encompass More Asset Management | 374,909 | $10.7M | 3.50% | 2025-12-31 |
| 10 | WealthPlan Investment Management, LLC | 344,570 | $9.8M | 3.22% | 2025-12-31 |
| 11 | UBS Group AG | 340,190 | $9.7M | 3.18% | 2025-12-31 |
| 12 | Stratos Wealth Partners, LTD. | 279,636 | $8.0M | 2.61% | 2025-12-31 |
| 13 | PARTNERS WEALTH MANAGEMENT, LLC | 231,670 | $6.6M | 2.16% | 2025-12-31 |
| 14 | OSAIC HOLDINGS, INC. | 222,914 | $6.4M | 2.08% | 2025-12-31 |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 183,067 | $5.2M | 1.71% | 2025-12-31 |
| 16 | Cetera Advisor Networks LLC | 203,613 | $5.2M | 1.90% | 2024-03-31 |
| 17 | WealthPLAN Partners, LLC | 173,676 | $5.0M | 1.62% | 2025-12-31 |
| 18 | Cetera Advisors LLC | 180,589 | $4.6M | 1.68% | 2024-03-31 |
| 19 | Global Retirement Partners, LLC | 123,417 | $3.5M | 1.15% | 2025-12-31 |
| 20 | Prosperity Financial Group, Inc. | 116,219 | $3.3M | 1.08% | 2025-12-31 |
| 21 | AVANTAX ADVISORY SERVICES, INC. | 75,352 | $2.2M | 0.70% | 2025-06-30 |
| 22 | NewEdge Advisors, LLC | 62,519 | $1.8M | 0.58% | 2025-12-31 |
| 23 | INTEGRITY ALLIANCE, LLC. | 60,085 | $1.7M | 0.56% | 2025-12-31 |
| 24 | RAYMOND JAMES FINANCIAL INC | 59,287 | $1.7M | 0.55% | 2025-12-31 |
| 25 | LINCOLN NATIONAL CORP | 64,777 | $1.7M | 0.60% | 2024-03-31 |
| 26 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 62,928 | $1.5M | 0.58% | 2025-03-31 |
| 27 | Empirical Asset Management, LLC | 44,675 | $1.3M | 0.41% | 2025-12-31 |
| 28 | Foundations Investment Advisors, LLC | 43,699 | $1.2M | 0.40% | 2025-12-31 |
| 29 | Goldstone Financial Group, LLC | 34,901 | $996.8K | 0.32% | 2025-12-31 |
| 30 | FIRETHORN WEALTH PARTNERS, LLC | 28,928 | $826.2K | 0.27% | 2025-12-31 |
| 31 | Avior Wealth Management, LLC | 25,801 | $736.9K | 0.24% | 2025-12-31 |
| 32 | Gallagher Fiduciary Advisors, LLC | 21,551 | $552.4K | 0.20% | 2024-03-31 |
| 33 | Prime Capital Investment Advisors, LLC | 16,721 | $477.5K | 0.15% | 2025-12-31 |
| 34 | Atria Wealth Solutions, Inc. | 15,345 | $453.5K | 0.14% | 2025-06-30 |
| 35 | CAPTRUST FINANCIAL ADVISORS | 15,245 | $435.4K | 0.14% | 2025-12-31 |
| 36 | GTS SECURITIES LLC | 14,692 | $419.6K | 0.13% | 2025-12-31 |
| 37 | OLD MISSION CAPITAL LLC | 13,921 | $397.6K | 0.13% | 2025-12-31 |
| 38 | JANE STREET GROUP, LLC | 12,681 | $362.2K | 0.11% | 2025-12-31 |
| 39 | Atria Investments, Inc | 12,553 | $358.5K | 0.11% | 2025-12-31 |
| 40 | Advisor Resource Council | 12,252 | $299.8K | 0.11% | 2025-03-31 |
| 41 | Newbridge Financial Services Group, Inc. | 10,312 | $294.5K | 0.09% | 2025-12-31 |
| 42 | PRINCIPAL SECURITIES, INC. | 9,328 | $266.4K | 0.08% | 2025-12-31 |
| 43 | SILVER OAK SECURITIES, INCORPORATED | 9,042 | $260.8K | 0.08% | 2025-12-31 |
| 44 | Lido Advisors, LLC | 8,218 | $252.3K | 0.07% | 2025-12-31 |
| 45 | Ausdal Financial Partners, Inc. | 8,099 | $248.6K | 0.07% | 2025-09-30 |
| 46 | Kestra Advisory Services, LLC | 8,568 | $244.7K | 0.08% | 2025-12-31 |
| 47 | Wilmington Savings Fund Society, FSB | 8,917 | $242.2K | 0.08% | 2024-12-31 |
| 48 | RAYMOND JAMES & ASSOCIATES | 7,994 | $230.6K | 0.07% | 2024-09-30 |
| 49 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 7,619 | $206.9K | 0.07% | 2024-12-31 |
| 50 | Summit Financial, LLC | 7,188 | $205.3K | 0.06% | 2025-12-31 |
| 51 | Peterson Financial Group, Inc. | 6,786 | $195.8K | 0.06% | 2024-09-30 |
| 52 | Steward Partners Investment Advisory, LLC | 5,529 | $157.9K | 0.05% | 2025-12-31 |
| 53 | AE Wealth Management LLC | 6,179 | $151.2K | 0.05% | 2025-03-31 |
| 54 | EverSource Wealth Advisors, LLC | 3,176 | $90.7K | 0.02% | 2025-12-31 |
| 55 | COMERICA BANK | 3,095 | $88.4K | 0.02% | 2025-12-31 |
| 56 | PRIVATE TRUST CO NA | 3,000 | $83.6K | 0.02% | 2024-06-30 |
| 57 | Savior LLC | 2,511 | $56.9K | 0.02% | 2023-12-31 |
| 58 | JPMORGAN CHASE & CO | 1,176 | $33.6K | 0.01% | 2025-12-31 |
| 59 | Heritage Wealth Advisors | 1,226 | $30.0K | 0.01% | 2025-03-31 |
| 60 | MORGAN STANLEY | 1,036 | $29.6K | 0.00% | 2025-12-31 |
| 61 | Blue Trust, Inc. | 941 | $24.1K | 0.00% | 2024-06-30 |
| 62 | WEBSTER BANK, N. A. | 574 | $16.4K | 0.00% | 2025-12-31 |
| 63 | WELLS FARGO & COMPANY/MN | 560 | $15.2K | 0.00% | 2024-12-31 |
| 64 | MAI Capital Management | 435 | $13.4K | 0.00% | 2025-09-30 |
| 65 | JONES FINANCIAL COMPANIES LLLP | 406 | $9.9K | 0.00% | 2025-03-31 |
| 66 | AMERIFLEX GROUP, INC. | 300 | $8.4K | 0.00% | 2024-12-31 |
| 67 | ASSETMARK, INC | 235 | $6.7K | 0.00% | 2025-12-31 |
| 68 | Allworth Financial LP | 98 | $3.0K | 0.00% | 2025-12-31 |
| 69 | PARK AVENUE SECURITIES LLC | 72,737 | $2.0K | 0.68% | 2024-12-31 |
| 70 | MML INVESTORS SERVICES, LLC | 58,158 | $1.4K | 0.54% | 2025-03-31 |
| 71 | M Holdings Securities, Inc. | 29,993 | $887 | 0.28% | 2025-06-30 |
| 72 | Cambridge Investment Research Advisors, Inc. | 13,361 | $395 | 0.12% | 2025-06-30 |
| 73 | Janney Montgomery Scott LLC | 11,830 | $338 | 0.11% | 2025-12-31 |
| 74 | BANK OF AMERICA CORP /DE/ | 13 | $318 | 0.00% | 2025-03-31 |
| 75 | CENTAURUS FINANCIAL, INC. | 11,107 | $317 | 0.10% | 2025-12-31 |
| 76 | THOROUGHBRED FINANCIAL SERVICES, LLC | 7,191 | $205 | 0.06% | 2025-12-31 |
| 77 | Hexagon Capital Partners LLC | 2 | $49 | 0.00% | 2025-03-31 |
| 78 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | $29 | 0.00% | 2024-09-30 |
| 79 | FMR LLC | 1 | $27 | 0.00% | 2024-12-31 |
| 80 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |