STARBOARD INVT TR - ADAPTIVE HDGD MU (AMAX) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2021 to Q3 2025

Type / Class
Equity / ADAPTIVE HDGD MU
Symbol
AMAX
Price per share
$8.08
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
3,545,800
Total reported value
$28,957,964
% of total 13F portfolios
0%
Share change
+1,012,047
Value change
+$8,219,966
Number of holders
20
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 20 institutional investors reported holding 3,545,800 shares of STARBOARD INVT TR - ADAPTIVE HDGD MU (AMAX).

Institutional Holders of STARBOARD INVT TR - ADAPTIVE HDGD MU (AMAX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 3,545,800 $28,957,964 +$8,219,966 $8.20 20
2025 Q2 2,533,753 $19,802,425 -$846,054 $7.86 17
2025 Q1 2,652,152 $19,638,207 +$57,482 $7.40 18
2024 Q4 2,692,702 $21,041,488 +$2,333,284 $7.78 17
2024 Q3 2,104,690 $17,031,481 -$653,597 $8.09 15
2024 Q2 2,191,166 $17,235,848 -$655,786 $7.86 16
2024 Q1 2,271,218 $18,328,888 -$15,623,512 $8.07 15
2023 Q4 3,959,389 $30,173,007 +$6,135,585 $7.62 18
2023 Q3 2,949,579 $21,177,953 -$16,172,366 $7.18 15
2023 Q2 5,110,755 $39,595,479 -$6,900,727 $7.75 15
2023 Q1 5,980,491 $46,408,016 +$1,488,778 $7.76 17
2022 Q4 9,345,518 $72,634,443 +$520,022 $7.66 18
2022 Q3 5,580,107 $42,443,000 -$3,301,824 $7.51 13
2022 Q2 3,853,671 $31,946,000 +$66,027 $8.29 10
2022 Q1 8,158,750 $73,202,000 +$24,701,474 $9.21 10
2021 Q4 3,223,045 $31,138,000 +$31,137,965 $9.69 8