# STARBOARD INVT TR ADAPTIVE ALPHA

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.

## Summary

- Issuer: STARBOARD INVT TR
- Class: ADAPTIVE ALPHA
- CUSIP: 85521B742
- 13F holders: 48
- 13F value: $261.7M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_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](https://search.stillhousedata.com/firm/317245) | 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](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $11.7M | 438,155 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | 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](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $6.0M | 174,161 |
| [WealthPlan Investment Management, LLC](https://search.stillhousedata.com/firm/311364) | 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 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/85521B742.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.