Institutional Ownership
Advisorshares Tr
CUSIP 00768Y438Q DYNAMIC GROWTHQPXQ1 2026
13D / 13G Filings
1
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
10.0%
Max % of class reported
Institutional Holders
17
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
1 filings · latest Nov 1, 2023
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Nov 1, 2023 | Professional Financial Advisors, LLC | 13G | 10.0% | 67.1K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Encompass More Asset Management | 224.5K | $9.50M |
| 2 | Professional Financial Advisors, LLC | 64.7K | $2.74M |
| 3 | Osaic Holdings, Inc. | 51.0K | $2.16M |
| 4 | Cetera Investment Advisers | 39.3K | $1.67M |
| 5 | Rothschild Wealth LLC | 30.6K | $1.30M |
| 6 | Susquehanna International Group, LLP | 26.3K | $1.11M |
| 7 | Foundations Investment Advisors, LLC | 17.5K | $740.1K |
| 8 | Legacy Wealth Managment, LLC/Id | 17.3K | $731.7K |
| 9 | Envestnet Asset Management Inc | 10.8K | $458.2K |
| 10 | Cwm, LLC | 1.2K | $52.6K |