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Advshrs Star GBL Buy-Write (VEGA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
BAM Wealth Management, LLC
INCREASED
Shares17,618 from 17,293
Change+325 (+2%)
Value$923.2K (+$14.5K)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
DECREASED
Shares5,134 from 5,171
Change-37 (-1%)
Value$269.0K (-$2.7K)
Filed 2026-11-04
UMB Private Wealth Management, LLC
NEW
Shares2,746
Change+2,746
Value$143.9K
Filed 2026-10-19
Assetmark, Inc
INCREASED
Shares523 from 207
Change+316 (+153%)
Value$27.4K (+$16.5K)
Filed 2026-10-21
Compass Financial Management LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$3.6K (-$10)
Filed 2026-10-30
Triad Wealth Partners, LLC
CLOSED
Shares0 from 31,541
Change-31,541 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-26
CreativeOne Wealth, LLC
N/A
Shares— from 1,553,875
Change-1,553,875 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 9,522
Change-9,522 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,604
Change-4,604 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 450
Change-450 (-100%)
Value—
Status
BAM Wealth Management, LLC
INCREASED17,61817,293+325+2%$908.7K$923.2K+$14.5K2026-10-15
EverSource Wealth Advisors, LLC
DECREASED5,1345,171-37-1%$271.7K$269.0K-$2.7K2026-11-04
UMB Private Wealth Management, LLC
NEW2,746—+2,746——$143.9K—2026-10-19
Assetmark, Inc
INCREASED523207+316+153%$10.9K$27.4K+$16.5K2026-10-21
Compass Financial Management LLC
UNCHANGED686800%$3.6K$3.6K-$102026-10-30
Triad Wealth Partners, LLC
CLOSED031,541-31,541-100%$1.7M$0-$1.7M2026-10-26
CreativeOne Wealth, LLC
N/A—1,553,875-1,553,875-100%$81.7M———
Morgan Stanley
N/A—9,522-9,522-100%$500.4K———
AE Wealth Management LLC
N/A—4,604-4,604-100%$241.9K———
Osaic Holdings, Inc.
N/A—450-450-100%$23.6K———
Showing 10 of 10 institutions