VEGA Institutional Ownership
AdvisorShares STAR Global Buy-Write ETF
1W: -0.6%
1M: -0.6%
3M: -0.0%
YTD: +6.9%
1Y: +7.8%
3Y: +49.1%
5Y: +37.0%
$52.66
+0.24 (+0.45%)
Weekly Expected Move ±1.3%
$51
$52
$53
$53
$54
Overview
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Institutional Ownership — VEGA
12
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
85M
Total Invested
2
New Positions
2
Increased
5
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (13 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CreativeOne Wealth, LLC | 1,553,875 | 82M | +59,440 | +4.0% | 8Q | SEC ↗ |
| 2 | Triad Wealth Partners, LLC NEW | 31,541 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 3 | BAM Wealth Management, LLC | 17,293 | 911K | +678 | +4.1% | 4Q | SEC ↗ |
| 4 | MORGAN STANLEY | 9,522 | 501K | -1,500 | -13.6% | 2Q | SEC ↗ |
| 5 | EverSource Wealth Advisors, LLC | 5,171 | 272K | -29 | -0.6% | 11Q | SEC ↗ |
| 6 | AE Wealth Management LLC | 4,604 | 242K | — | +0.0% | 9Q | SEC ↗ |
| 7 | OSAIC HOLDINGS, INC. | 450 | 24K | — | +0.0% | 6Q | SEC ↗ |
| 8 | ASSETMARK, INC | 207 | 11K | — | +0.0% | 2Q | SEC ↗ |
| 9 | COMPASS FINANCIAL MANAGEMENT LLC NEW | 68 | 4K | — | +0.0% | 1Q | SEC ↗ |
| 10 | Steward Partners Investment Advisory, | 0 | 0K | -825 | -100.0% | 1Q | SEC ↗ |
| 11 | UBS Group AG | 0 | 0K | -69 | -100.0% | 1Q | SEC ↗ |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 0 | 0K | -20,773 | -100.0% | 2Q | SEC ↗ |
| 13 | OLD MISSION CAPITAL LLC | 0 | 0K | -6,871 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Triad Wealth Partners, LLC | 31,541 | 2M |
| COMPASS FINANCIAL MANAGEMENT LLC | 68 | 4K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICE | 20,773 | 1M |
| OLD MISSION CAPITAL LLC | 6,871 | 362K |
| Steward Partners Investment Advisor | 825 | 43K |
| UBS Group AG | 69 | 4K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CreativeOne Wealth, LLC | +59,440 | +4.0% | 1,553,875 |
| BAM Wealth Management, LLC | +678 | +4.1% | 17,293 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -1,500 | -13.6% | 9,522 |
| EverSource Wealth Advisors, LLC | -29 | -0.6% | 5,171 |