VEGA ADVISORSHARES TR
FollowSTAR GLOB BUYW (fund)
10 managers (10 13F filers) reported a position in VEGA shares at 2026-03-31, 1,560,246 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 3
- Added
- 4
- Reduced
- 3
- Sold out
- 1
- Shares held by filers
- 1,560,246
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 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC | 1,494,435 | $72.1M | 1.68% | +94,396 | 13F-HRTimelineGroup |
| WEALTH ENHANCEMENT ADVISORY SERVICES, L… | 20,773 | $1.01M | <0.01% | -17,566 | 13F-HRTimeline |
| BAM Wealth Management, LLC | 16,615 | $802K | 0.6% | +335 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 11,022 | $532K | <0.01% | new | 13F-HRTimelineGroup |
| OLD MISSION CAPITAL LLC | 6,871 | $332K | 0.01% | +2,178 | 13F-HRTimeline |
| EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L… | 5,200 | $251K | 0.01% | -533 | 13F-HR/ATimelineGroup |
| AE Wealth Management LLC | 4,604 | $222K | <0.01% | +17 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 450 | $21.7K | <0.01% | -531 | 13F-HRTimelineGroup |
| ASSETMARK, INCin group ASSETMARK, INC | 207 | $9.99K | <0.01% | new | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 69 | $3.33K | <0.01% | new | 13F-HRTimelineGroup |