Institutional Ownership
Advisorshares Tr
CUSIP 00768Y768STAR GLOB BUYWVEGAQ1 2026
Institutional Holders
10
13F filers
Shares Held
1.56M
Aggregate institutional
Institutional Value
$75.31M
Q1 2026
Net New Holders
+2
3 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased4
Decreased3
Sold out1
Institutional Holders
10 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Creativeone Wealth, LLC | 1.49M | $72.13M | +94.4K | Added |
| 2 | Wealth Enhancement Advisory Services, LLC | 20.8K | $1.01M | −17.6K | Reduced |
| 3 | Bam Wealth Management, LLC | 16.6K | $802.0K | +335 | Added |
| 4 | Morgan Stanley | 11.0K | $532.0K | +11.0K | New |
| 5 | Old Mission Capital LLC | 6.9K | $331.6K | +2.2K | Added |
| 6 | Eversource Wealth Advisors, LLC | 5.2K | $251.0K | −533 | Reduced |
| 7 | Ae Wealth Management LLC | 4.6K | $222.2K | +17 | Added |
| 8 | Osaic Holdings, Inc. | 450 | $21.7K | −531 | Reduced |
| 9 | Assetmark, Inc | 207 | $10.0K | +207 | New |
| 10 | Ubs Group AG | 69 | $3.3K | +69 | New |