Starboard Investment Trust (RHTX)

Management Company · XNYS · Series S000072159 · View on SEC EDGAR ↗

Net assets
$8.2M
Holdings
9
As of
May 31, 2026
Top 10 holdings weight
100.25%
Effective number of positions
3.7
Positions above 1%
7
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Fund flows (SEC-reported)

Last month (May 2026)
-$998K
Quarter ending May 2026
-$998K
Trailing 12 months
-$1.9M

Jun 2025 – May 2026

Based on the fund's own SEC Form N-PORT monthly flow disclosures (Item C.9 "Flow Information") — sales minus redemptions, reinvested distributions excluded. This is a different, independent metric from the "Net flows" estimate above (which is derived from daily shares-outstanding changes). SEC N-PORT filing lag is up to ~60 days; the most recent month/quarter may not yet be fully reflected.

Full composition 9 holdings

NameCUSIP Value % Balance Category Country
State Street SPDR 78462F103 $3.7M 44.84 4,885 EC US
SPDR Portfolio S&P 4 78464A847 $1.7M 20.86 26,284 EC US
iShares Silver Trust 46428Q109 $809K 9.82 11,846 EC US
SPDR Gold Shares 78463V107 $691K 8.38 1,656 EC US
iShares Russell 2000 464287655 $621K 7.54 2,139 EC US
Fidelity Investments 316175108 $519K 6.29 518,705 STIV US
MicroStrategy Inc 594972408 $190K 2.31 1,197 EC US
MicroStrategy Inc 594972408 $17K 0.21 13 DE US
MicroStrategy Inc 594972408 -$6 0.00 -13 DE US

Sector breakdown

Technology
2.5%
Other/Unmapped
97.5%

Institutional owners (13F) 9 filers

Institutions that report holding this ETF in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value % of tracked 13F Shares Type As of
Prime Capital Investment Advisors, LLC $1,413,710 27.46% 71,201 Shares June 30, 2026
INTEGRITY ALLIANCE, LLC. $1,341,834 26.06% 67,581 Shares June 30, 2026
Empirical Asset Management, LLC $804,930 15.64% 40,540 Shares June 30, 2026
Cetera Investment Advisers $526,773 10.23% 26,531 Shares June 30, 2026
LPL Financial LLC $412,988 8.02% 20,800 Shares June 30, 2026
Avior Wealth Management, LLC $267,370 5.19% 13,466 Shares June 30, 2026
GTS SECURITIES LLC $214,791 4.17% 10,818 Shares June 30, 2026
UBS Group AG $165,571 3.22% 8,339 Shares June 30, 2026
CENTAURUS FINANCIAL, INC. $118 0.00% 5,947 Shares June 30, 2026

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