Vault-13

STARBOARD INVT TR RHRX

RH TACTICAL ROT · ETP · CUSIP 85521B775

12 institutional holders +1 vs Q1 2026
791,471791.5k shares reported held*
$17.4mreported value*
2 new 3 added 4 reduced 1 sold out net bought ≈ $3.8m (+171.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $22.04.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

01020Q3 22: 15Q4 22: 18Q1 23: 16Q2 23: 14Q3 23: 14Q4 23: 16Q1 24: 11Q2 24: 16Q3 24: 15Q4 24: 14Q1 25: 16Q2 25: 14Q3 25: 14Q4 25: 13Q1 26: 11Q2 26: 1212Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202215
Q4 202218
Q1 202316
Q2 202314
Q3 202314
Q4 202316
Q1 202411
Q2 202416
Q3 202415
Q4 202414
Q1 202516
Q2 202514
Q3 202514
Q4 202513
Q1 202611
Q2 202612

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q3 24: 4 bought or addedQ3 24: 5 cut or sold outQ4 24: 4 bought or addedQ4 24: 7 cut or sold outQ4 24Q1 25: 5 bought or addedQ1 25: 6 cut or sold outQ2 25: 4 bought or addedQ2 25: 5 cut or sold outQ2 25Q3 25: 4 bought or addedQ3 25: 5 cut or sold outQ4 25: 5 bought or addedQ4 25: 6 cut or sold outQ4 25Q1 26: 3 bought or addedQ1 26: 5 cut or sold outQ2 26: 5 bought or addedQ2 26: 5 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202445
Q4 202447
Q1 202556
Q2 202545
Q3 202545
Q4 202556
Q1 202635
Q2 202655

Biggest buyers

OSAIC HOLDINGS, INC. Added +160,823+160.8k
WCG Wealth Advisors LLC New +25,237+25.2k
PARTNERS WEALTH MANAGEMENT, LLC Added +22,029+22.0k
LPL Financial LLC Added +17,540+17.5k
UBS Group AG New +72+72

Biggest sellers

Cetera Investment Advisers Reduced -28,190-28.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -16,941-16.9k
INTEGRITY ALLIANCE, LLC. Reduced -6,780-6.8k
Prime Capital Investment Advisors, LLC Reduced -2,465-2.5k
NewEdge Advisors, LLC Reduced -318-318

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PARTNERS WEALTH MANAGEMENT, LLC 4.69% of their portfolio CARMEL BY THE SEA, CA 216,965217.0k $4.8m $4.8m 4.69% Added +22.0k +22,029
2 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 162,694162.7k $3.6m $3.6m 0.00% Added +160.8k +160,823
3 INTEGRITY ALLIANCE, LLC. 0.10% of their portfolio Urbandale, IA 146,569146.6k $3.2m $3.2m 0.10% Reduced -6.8k -6,780
4 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 68,90568.9k $1.5m $1.5m 0.00% Added +17.5k +17,540
5 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 57,47757.5k $1.3m $1.3m 0.00% Reduced -28.2k -28,190
6 Avior Wealth Management, LLC 0.02% of their portfolio OMAHA, NE 31,90431.9k $703.2k $703.2k 0.02% Unchanged
7 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 25,34025.3k $558.5k $558.5k 0.00% Reduced -318 -318
8 WCG Wealth Advisors LLC 0.01% of their portfolio LAS VEGAS, NV 25,23725.2k $556.2k $556.2k 0.01% New
9 Prime Capital Investment Advisors, LLC 0.01% of their portfolio OVERLAND PARK, KS 24,11324.1k $531.5k $531.5k 0.01% Reduced -2.5k -2,465
10 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 21,31521.3k $469.8k $469.8k 0.00% Unchanged
11 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 10,88010.9k $240.0k $240.0k 0.01% Unchanged
12 UBS Group AG 0.00% of their portfolio ZURICH, V8 7272 $1.6k $1.6k 0.00% New