Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

STARBOARD INVT TR (AGOX)

46 + 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
→ 0
Streak
1Q —
Buyers last Q
56%

Smart Money Signals — AGOX

Based on 46 hedge funds · latest filing: 2025 Q4 · 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 (96% of max)

96% of all-time peak
46 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding AGOX is almost the same as a year ago (+1 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 56% buying

23 buying18 selling
Last quarter: 23 funds bought or added vs 18 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.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 8 → 5 → 10 → 2. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 24% medium ■ 17% new
27 out of 46 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.
➡️

Steady discovery — ~2 new funds/quarter

6 → 8 → 5 → 10 → 2 new funds/Q
New funds entering each quarter: 8 → 5 → 10 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 13% 1-2yr ■ 24% new
Of 46 current holders: 29 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
6 of 46 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: AGOX
2026 Q1 Stats Unlock in 11 days 46 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 46 46 -
13F Shares 9M 8M 13.42%
Total Value $270M $256M 5.61%
New Positions 2 10 -8
Increased Positions 21 19 +2
Closed Positions 2 5 -3
Reduced Positions 16 11 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AGOX

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

46 + investors

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

Top 24 institutional holders of AGOX — 2025 Q4 · 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 WealthPLAN Partners, LLC 0.69% 133,619 $3.6M
4 Octavia Wealth Advisors, LLC 0.62% 244,421 $6.5M
5 FIRETHORN WEALTH PARTNERS, LLC 0.32% 32,571 $867K
6 KESTRA PRIVATE WEALTH SERVICES, LLC 0.30% 906,748 $24.1M
7 WealthPlan Investment Management, LLC 0.27% 184,469 $4.9M
8 Goldstone Financial Group, LLC 0.09% 31,128 $829K
9 Stratos Wealth Partners, LTD. 0.08% 279,264 $7.4M
10 NFSG Corp 0.03% 7,406 $197K
11 Avior Wealth Management, LLC 0.02% 25,801 $687K
12 Prime Capital Investment Advisors, LLC 0.01% 30,906 $823K
13 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 198,543 $5.3M
14 Indiana Trust & Investment Management Co 0.01% 724 $19K
15 Atria Investments, Inc 0.00% 12,526 $333K
16 ENVESTNET ASSET MANAGEMENT INC 0.00% 435,986 $11.6M
17 LPL Financial LLC 0.00% 409,684 $10.9M
18 WEBSTER BANK, N. A. 0.00% 574 $15K
19 UBS Group AG 0.00% 341,560 $9.1M
20 Janney Montgomery Scott LLC 0.00% 10,203 —
21 Steward Partners Investment Advisory, LLC 0.00% 3,455 $92K
22 Security National Bank 0.00% 68 $2K
23 FIFTH THIRD BANCORP 0.00% 1,032 $27K
24 ASSETMARK, INC 0.00% 235 $6K
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?

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 AGOX?

Slight buying edge — 56% buying: Last quarter: 23 funds bought or added vs 18 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?

Smaller funds dominant — 18% AUM from top-100: 6 of 46 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AGOX?

59% of holders stayed for 2+ years: 27 out of 46 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.

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.