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

Starboard Invt Tr (AMAX)

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

Smart Money Signals — AMAX

Based on 21 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q

The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

21 hedge funds hold AMAX 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 — +17% more funds vs a year ago

fund count last 6Q

+3 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 58% buying

14 buying10 selling

Last quarter: 14 funds bought or added vs 10 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.

➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 6 → 3 → 3 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 29% medium ■ 24% new

10 out of 21 hedge funds have held AMAX 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.

📊

Peak discovery — momentum slowing

4 → 6 → 3 → 3 → 3 new funds/Q

New funds entering each quarter: 6 → 3 → 3 → 3. AMAX is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Veteran-anchored — 43% veterans vs 38% newcomers

■ 43% veterans ■ 19% 1-2yr ■ 38% new

Entry-cohort mix of 21 holders: 9 (43%) are 2+ year veterans, 4 entered 1–2 years ago, and 8 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds

4 of 21 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — 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	21	21	-
13F Shares	6M	5M	29.34%
Total Value	$44M	$35M	25.47%
New Positions	3	3	-
Increased Positions	11	8	+3
Closed Positions	3	2	+1
Reduced Positions	7	8	-1
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

13F Shares

29.34%

Total Value

$44M

$35M

25.47%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

21 + investors

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

QUARTER:

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

Top 20 AMAX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Partners Wealth Management, LLC	6.47%	892,491	$6.6M
2	Prosperity Financial Group, Inc.	1.39%	606,269	$4.5M
3	Rockport Wealth LLC	0.45%	362,053	$2.7M
4	Encompass More Asset Management	0.43%	400,421	$3.0M
5	Kestra Private Wealth Services, LLC	0.11%	1,360,361	$10.1M
6	LaSalle St. Investment Advisors, LLC	0.03%	38,065	$282K
7	Empirical Asset Management, LLC	0.02%	12,323	$91K
8	WCG Wealth Advisors LLC	0.02%	93,436	$691K
9	Integrity Alliance, LLC.	0.01%	38,798	$287K
10	Centaurus Financial, INC.	0.00%	12,150	$90K
11	Ausdal Financial Partners, Inc.	0.00%	11,232	$83K
12	Osaic Holdings, INC.	0.00%	368,117	$2.7M
13	LPL Financial LLC	0.00%	1,504,729	$11.1M
14	NewEdge Advisors, LLC	0.00%	54,242	$401K
15	Atria Investments, Inc	0.00%	11,232	$83K
16	Raymond James Financial Inc	0.00%	135,386	$1.0M
17	Envestnet Asset Management Inc	0.00%	16,087	$119K
18	Jane Street Group, LLC	0.00%	43,722	$324K
19	Citadel Advisors LLC	0.00%	11,105	$82K
20	Morgan Stanley	0.00%	1	—

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 (AMAX)

What does the Smart Money Trend signal show for AMAX?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for AMAX?

Slight buying edge — 58% buying: Last quarter: 14 funds bought or added vs 10 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 AMAX holders?

Strong quality — 26% AUM from major funds: 4 of 21 holders rank in the top 100 by AUM, accounting for 26% 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 AMAX?

48% of holders stayed for 2+ years: 10 out of 21 hedge funds have held AMAX 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 (AMAX)

Smart Money Signals — AMAX

No change last quarter

At the ownership peak (100% of max)

Steady growth — +17% more funds vs a year ago

Slight buying edge — 58% buying

Steady new buyers — ~3 new funds per quarter

48% of holders stayed for 2+ years

Peak discovery — momentum slowing

Veteran-anchored — 43% veterans vs 38% newcomers

Strong quality — 26% AUM from major funds

Institutional Sentiment Summary — AMAX

Hedge Fund Ownership: AMAX

Market Analysis: AMAX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AMAX

Hedge Fund Positioning: AMAX

Statistics: AMAX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Starboard Invt Tr (AMAX)

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