11 institutions reported holding $75.3M of ADVISORSHARES TR (VEGA) in SEC 13F filings for 2026-03-31. Largest institutional holders: CreativeOne Wealth, LLC ($72.1M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($1.0M), BAM Wealth Management, LLC ($801,963), MORGAN STANLEY ($532,003), OLD MISSION CAPITAL LLC ($331,645). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CreativeOne Wealth, LLC | $72.1M | 1.5M | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.0M | 20,773 | Trimmed |
| 3 | BAM Wealth Management, LLC | $801,963 | 16,615 | Added |
| 4 | MORGAN STANLEY | $532,003 | 11,022 | New |
| 5 | OLD MISSION CAPITAL LLC | $331,645 | 6,871 | Added |
| 6 | EverSource Wealth Advisors, LLC | $251,005 | 5,200 | Trimmed |
| 7 | AE Wealth Management LLC | $222,202 | 4,604 | Added |
| 8 | OSAIC HOLDINGS, INC. | $21,720 | 450 | Trimmed |
| 9 | ASSETMARK, INC | $9,991 | 207 | New |
| 10 | UBS Group AG | $3,330 | 69 | New |
| 11 | Steward Partners Investment Advisory, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31