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VEGA · AdvisorShares STAR Global Buy-Write ETF ETF

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$53.35 +0.02 (+0.04%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 10
Total Value: $75,313,068
Total Shares: 1,560,246

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 10 13F filers · Δ vs Dec 31, 2025
Top Holder
95.8%
Jun 2023 → Mar 2026 · range 37.6% – 99.7%
+0.6 pts
Top 5
99.3%
Jun 2023 → Mar 2026 · range 99.3% – 100.0%
−0.2 pts
Top 10
100.0%
Jun 2023 → Mar 2026 · range 100.0% – 100.0%
0.0 pts
HHI
9,178
Jun 2023 → Mar 2026 · range 3,361 – 9,933
Highly concentrated+117

Quarterly Activity

vs Dec 31, 2025
New
3
Increased
4
Decreased
3
Sold Out
1
Unchanged
0
Holder count: +2
Institutional value: +4.2%
Shares held: +6.0%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
CreativeOne Wealth, LLC +94,396 1,494,435
OLD MISSION CAPITAL LLC +2,178 6,871
BAM Wealth Management, LLC +335 16,615
AE Wealth Management LLC +17 4,604

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC −17,566 20,773
EverSource Wealth Advisors, LLC −533 5,200
OSAIC HOLDINGS, INC. −531 450

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
MORGAN STANLEY 11,022 $532,031
ASSETMARK, INC 207 $9,991
UBS Group AG 69 $3,330

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Steward Partners Investment Advisory, LLC 825 $40,507
Filter: New 3 Increased 4 Reduced 3 Sold out 1 Unchanged 0
Showing 10 of 10
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
CreativeOne Wealth, LLC VEGA $72,136,376 95.78% 1,494,435
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC VEGA $1,002,712 1.33% 20,773
BAM Wealth Management, LLC VEGA $802,005 1.06% 16,615
MORGAN STANLEY VEGA $532,031 0.71% 11,022
OLD MISSION CAPITAL LLC VEGA $331,663 0.44% 6,871
EverSource Wealth Advisors, LLC VEGA $251,004 0.33% 5,200
AE Wealth Management LLC VEGA $222,235 0.30% 4,604
OSAIC HOLDINGS, INC. VEGA $21,721 0.03% 450
ASSETMARK, INC VEGA $9,991 0.01% 207
UBS Group AG VEGA $3,330 0.00% 69