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VEGA ADVISORSHARES TR

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STAR GLOB BUYW (fund)

8 managers (8 13F filers) reported a position in VEGA shares at 2025-03-31, 1,367,528 shares in all. 2 filers opened a position and 4 filers sold out during the quarter.

Managers
8
13F filers
8
New
2
Added
0
Reduced
4
Sold out
4
Shares held by filers
1,367,528

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,345,182$57.9M1.73%-85,99313F-HRTimelineGroup
OLD MISSION CAPITAL LLC9,231$397K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,901$340K0.02%-97313F-HRTimelineGroup
AE Wealth Management LLC4,607$198K<0.01%-83813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.450$19.4K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG127$5.46K<0.01%-75013F-HRTimelineGroup
Park Square Financial Group, LLC30$1.29K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.