Starboard Invt Tr (AGOX) Hedge Fund Ownership (Q2 2026)

Starboard Invt Tr (AGOX)

49 + Investors. Track Smart Money conviction in AGOX. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — AGOX

Based on 49 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added AGOX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

49 hedge funds hold AGOX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q

+6 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 53% buying

26 buying23 selling

Last quarter: 26 funds bought or added vs 23 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter

Funds opening a new AGOX position: 10 → 2 → 5 → 15. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 27% medium ■ 16% new

28 out of 49 hedge funds have held AGOX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +37% but shares only +5% — price-driven

Value

+36%

+5%

Last quarter: the total dollar value of institutional holdings rose +37%, but actual share count only changed +5%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

6 → 10 → 2 → 5 → 15 new funds/Q

New funds entering each quarter: 10 → 2 → 5 → 15. A growing number of institutions are discovering AGOX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 61% veterans vs 22% newcomers

■ 61% veterans ■ 16% 1-2yr ■ 22% new

Entry-cohort mix of 49 holders: 30 (61%) are 2+ year veterans, 8 entered 1–2 years ago, and 11 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds

8 of 49 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.4

out of 10

Low Exit Risk

Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	49	42	16.67%
13F Shares	9M	9M	5.0%
Total Value	$313M	$229M	36.6%
New Positions	15	5	+10
Increased Positions	11	8	+3
Closed Positions	8	11	-3
Reduced Positions	15	21	-6
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

16.67%

13F Shares

5.0%

Total Value

$313M

$229M

36.6%

New Positions

+10

Increased Positions

Closed Positions

-3

Reduced Positions

-6

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

49 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AGOX. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 AGOX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Berman McAleer LLC	8.94%	2,226,581	$77.2M
2	Partners Wealth Management, LLC	7.52%	221,209	$7.7M
3	Ameritas Advisory Services, LLC	1.05%	1,496,765	$51.9M
4	Octavia Wealth Advisors, LLC	0.81%	271,431	$9.4M
5	Firethorn Wealth Partners, LLC	0.58%	51,768	$1.8M
6	WealthPLAN Partners, LLC	0.56%	84,406	$2.9M
7	Empirical Asset Management, LLC	0.35%	45,419	$1.6M
8	Kestra Private Wealth Services, LLC	0.27%	698,812	$24.2M
9	WealthPlan Investment Management, LLC	0.25%	143,079	$5.0M
10	Stratos Wealth Partners, LTD.	0.10%	278,915	$9.7M
11	Goldstone Financial Group, LLC	0.09%	29,492	$1.0M
12	Integrity Alliance, LLC.	0.07%	60,735	$2.1M
13	Global Retirement Partners, LLC	0.06%	112,278	$3.9M
14	NFSG Corp	0.03%	7,406	$257K
15	Encompass More Asset Management	0.03%	5,982	$207K
16	Two Sigma Securities, LLC	0.02%	8,264	$286K
17	Avior Wealth Management, LLC	0.02%	25,801	$894K
18	Centaurus Financial, INC.	0.01%	10,507	$364K
19	Cetera Investment Advisers	0.01%	427,633	$14.8M
20	Osaic Holdings, INC.	0.01%	219,294	$7.6M
21	Ausdal Financial Partners, Inc.	0.01%	6,107	$212K
22	Prime Capital Investment Advisors, LLC	0.01%	22,832	$791K
23	Commonwealth Equity Services, LLC	0.01%	174,161	$6.0M
24	NewEdge Advisors, LLC	0.01%	59,081	$2.0M
25	Royal Bank of Canada	0.00%	954,702	$33.1M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Starboard Invt Tr (AGOX)

What does the Smart Money Trend signal show for AGOX?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added AGOX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AGOX?

Slight buying edge — 53% buying: Last quarter: 26 funds bought or added vs 23 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AGOX holders?

Strong quality — 24% AUM from major funds: 8 of 49 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held AGOX?

57% of holders stayed for 2+ years: 28 out of 49 hedge funds have held AGOX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Starboard Invt Tr (AGOX)

Smart Money Signals — AGOX

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +14% more funds vs a year ago

Slight buying edge — 53% buying

More new buyers each quarter (+10 vs last Q)

57% of holders stayed for 2+ years

Value +37% but shares only +5% — price-driven

Growing discovery — still being found

Veteran-anchored — 61% veterans vs 22% newcomers

Strong quality — 24% AUM from major funds

Institutional Sentiment Summary — AGOX

Hedge Fund Ownership: AGOX

Market Analysis: AGOX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AGOX

Hedge Fund Positioning: AGOX

Statistics: AGOX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Starboard Invt Tr (AGOX)

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