VEGA ADVISORSHARES TR
FollowSTAR GLOB BUYW (fund)
9 managers (9 13F filers) reported a position in VEGA shares at 2025-09-30, 1,418,670 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 2
- Added
- 2
- Reduced
- 2
- Sold out
- 2
- Shares held by filers
- 1,418,670
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC | 1,385,732 | $67.4M | 1.65% | +51,390 | 13F-HRTimelineGroup |
| BAM Wealth Management, LLC | 16,630 | $809K | 0.63% | 13F-HRTimeline | |
| EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L… | 5,764 | $280K | 0.01% | -181 | 13F-HRTimelineGroup |
| AE Wealth Management LLC | 4,586 | $223K | <0.01% | -41 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 2,737 | $133K | <0.01% | 0 | 13F-HRTimelineGroup |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 1,897 | $92.3K | <0.01% | 0 | 13F-HR/ATimelineGroup |
| UBS Group AGin group UBS Group AG | 971 | $47.3K | <0.01% | +42 | 13F-HRTimelineGroup |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 352 | $17K | <0.01% | new | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 1 | $51 | <0.01% | new | 13F-HR/ATimelineGroup |