DOSSIER · 13F Holders · Q1 2026
VEGA

ADVSHRS STAR GBL BUY-WRITE

9 institutions still hold ADVSHRS STAR GBL BUY-WRITE as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00768Y768·9 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$74M
visible holders
Holders
9
filers reporting
Concentration
96.92%
CreativeOne Wealth, LLC #1
top holder share
AI Holders Summary · Q1 2026

9 institutions reported VEGA in Q1 2026. CreativeOne Wealth, LLC leads at 96.9% 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
$72M1.5M1.68%Q1 2026
02
BAM Wealth Management, LLC
CIK 0002093649
$909K17K0.57%Q2 2026
03
MORGAN STANLEY
CIK 0000895421
$532K11K0.00%Q1 2026
04
OLD MISSION CAPITAL LLC
CIK 0001455915
$332K7K0.01%Q1 2026
05
EverSource Wealth Advisors, LLC
CIK 0001710537
$272K5K0.01%Q2 2026
06
AE Wealth Management LLC
CIK 0001697723
$222K5K0.00%Q1 2026
07
OSAIC HOLDINGS, INC.
CIK 0001677044
$22K4500.00%Q1 2026
08
UBS Group AG
CIK 0001610520
$3K690.00%Q1 2026
09
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025