Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Starboard Invt Tr (AGOX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
1Q ▼
Buyers last Q
30%

Smart Money Signals — AGOX

Based on 42 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their AGOX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
42 funds currently hold this stock — 86% of the 3.0-year high of 49 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 14% fewer funds vs a year ago

fund count last 6Q
7 fewer hedge funds hold AGOX compared to a year ago (-14% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 30% buying

13 buying31 selling
Last quarter: 31 funds sold vs only 13 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 10 → 2 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 33% medium ■ 17% new
21 out of 42 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.
⚠️

Saturation — most institutions already know this story

8 → 5 → 10 → 2 → 5 new funds/Q
New funds entering each quarter: 5 → 10 → 2 → 5. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Veteran-anchored — 60% veterans vs 29% newcomers

■ 60% veterans ■ 12% 1-2yr ■ 29% new
Entry-cohort mix of 42 holders: 25 (60%) are 2+ year veterans, 5 entered 1–2 years ago, and 12 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
6 of 42 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — AGOX

In 2026 Q1, 13 hedge funds were net buyers of AGOX (5 opened a new position, 8 added to an existing one), while 31 reduced or exited (21 trimmed, 10 sold completely) — a 30% buyer ratio, indicating net institutional distribution. 25% of total institutional value in AGOX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 42.

Hedge Fund Ownership: AGOX

How many hedge funds hold AGOX — quarterly history vs. share price
Quarterly hedge fund ownership of AGOX vs. share price

Market Analysis: AGOX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AGOX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Starboard Invt Tr (AGOX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AGOX has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
AGOX
nan%
SPY
+15.1%

AGOX outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
AGOX
nan%
SPY
+1.3%

Since the filing became public, AGOX outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: AGOX
42 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 42 47 -10.64%
13F Shares 9M 10M -11.01%
Total Value $229M $277M -17.16%
New Positions 5 2 +3
Increased Positions 8 22 -14
Closed Positions 10 2 +8
Reduced Positions 21 16 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AGOX

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

42 + 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:
Top 25 AGOX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Berman McAleer LLC 8.12% 2,236,468 $59.5M
2 Partners Wealth Management, LLC 5.82% 212,176 $5.6M
3 Prosperity Financial Group, Inc. 1.14% 116,214 $3.1M
4 Ameritas Advisory Services, LLC 0.99% 955,033 $25.4M
5 WealthPLAN Partners, LLC 0.69% 133,619 $3.6M
6 Octavia Wealth Advisors, LLC 0.62% 244,421 $6.5M
7 Firethorn Wealth Partners, LLC 0.32% 32,571 $867K
8 Empirical Asset Management, LLC 0.32% 45,041 $1.2M
9 Kestra Private Wealth Services, LLC 0.30% 906,748 $24.1M
10 WealthPlan Investment Management, LLC 0.27% 184,469 $4.9M
11 Goldstone Financial Group, LLC 0.09% 31,128 $829K
12 Stratos Wealth Partners, LTD. 0.08% 279,264 $7.4M
13 Integrity Alliance, LLC. 0.06% 60,085 $1.6M
14 NFSG Corp 0.03% 7,406 $197K
15 Gts Securities LLC 0.02% 22,869 $609K
16 Avior Wealth Management, LLC 0.02% 25,801 $687K
17 Centaurus Financial, INC. 0.01% 11,107 $296K
18 Cetera Investment Advisers 0.01% 438,155 $11.7M
19 Prime Capital Investment Advisors, LLC 0.01% 30,906 $823K
20 Foundations Investment Advisors, LLC 0.01% 27,031 $720K
21 Commonwealth Equity Services, LLC 0.01% 198,543 $5.3M
22 Osaic Holdings, INC. 0.01% 184,707 $4.9M
23 Indiana Trust & Investment Management Co 0.01% 724 $19K
24 Royal Bank of Canada 0.00% 918,498 $24.4M
25 Atria Investments, Inc 0.00% 12,526 $333K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their AGOX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AGOX?

Heavy selling pressure — only 30% buying: Last quarter: 31 funds sold vs only 13 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for AGOX holders?

Strong quality — 25% AUM from major funds: 6 of 42 holders rank in the top 100 by AUM, accounting for 25% 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?

50% of holders stayed for 2+ years: 21 out of 42 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.

Is it too late to buy Starboard Invt Tr (AGOX) following the 2026 Q1 hedge fund 13F filings?

As of today, AGOX has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), AGOX has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →