STARBOARD INVT TR ADAPTIVE ALPHA is a security (CUSIP 85521B742) tracked across SEC portfolio filings. 48 institutional managers reported $261.7M on Form 13F as of 2026-06-30.
Showing 15 of 48 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Berman McAleer LLC | TIMONIUM, MD | $77.2M | 2,226,581 |
| Ameritas Advisory Services, LLC | Lincoln, NE | $25.4M | 955,033 |
| Royal Bank of Canada | TORONTO, A6 | $24.4M | 918,498 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | AUSTIN, TX | $24.2M | 698,812 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $13.9M | 401,022 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $11.7M | 438,155 |
| LPL Financial LLC | FORT MILL, SC | $10.9M | 409,684 |
| Octavia Wealth Advisors, LLC | CINCINNATI, OH | $9.4M | 271,431 |
| UBS Group AG | Zurich, V8 | $9.1M | 341,560 |
| PARTNERS WEALTH MANAGEMENT, LLC | CARMEL BY THE SEA, CA | $7.7M | 221,209 |
| Stratos Wealth Partners, LTD. | BEACHWOOD, OH | $7.4M | 279,264 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $6.0M | 174,161 |
| WealthPlan Investment Management, LLC | OMAHA, NE | $5.0M | 143,079 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $4.9M | 184,707 |
| Global Retirement Partners, LLC | San Rafael, CA | $3.9M | 112,278 |