13F Insight
DOSSIER · 13F Holders · Q2 2026
VEGA

ADVSHRS STAR GBL BUY-WRITE

10 institutions still hold ADVSHRS STAR GBL BUY-WRITE as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00768Y768·10 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$85M
visible holders
Holders
10
filers reporting
Concentration
95.76%
CreativeOne Wealth, LLC #1
top holder share
AI Holders Summary · Q2 2026

10 institutions reported VEGA in Q2 2026. CreativeOne Wealth, LLC leads at 95.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CreativeOne Wealth, LLC
CIK 0001739728
$82M1.6M1.76%Q2 202602
Triad Wealth Partners, LLC
CIK 0002012717
$2M32K0.10%Q2 202603
BAM Wealth Management, LLC
CIK 0002093649
$909K17K0.57%Q2 202604
MORGAN STANLEY
CIK 0000895421
$500K10K0.00%Q2 202605
EverSource Wealth Advisors, LLC
CIK 0001710537
$272K5K0.01%Q2 202606
AE Wealth Management LLC
CIK 0001697723
$242K5K0.00%Q2 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$24K4500.00%Q2 202608
ASSETMARK, INC
CIK 0001344551
$11K2070.00%Q2 202609
COMPASS FINANCIAL MANAGEMENT LLC
CIK 0002148724
$4K680.00%Q2 202610
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025