Institutional Ownership
Advisorshares Tr
CUSIP 00768Y479DORSY FSM ALCPDWAWQ1 2026
Institutional Holders
12
13F filers
Shares Held
1.76M
Aggregate institutional
Institutional Value
$75.36M
Q1 2026
Net New Holders
+0
1 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased2
Decreased8
Sold out1
Institutional Holders
12 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Virtus Wealth Solutions LLC | 1.54M | $66.08M | +15.2K | Added |
| 2 | Prospera Financial Services Inc | 120.5K | $5.17M | −19.2K | Reduced |
| 3 | Mml Investors Services, LLC | 25.8K | $1.11M | −726 | Reduced |
| 4 | Raymond James Financial Inc | 16.1K | $691.7K | −400 | Reduced |
| 5 | Lpl Financial LLC | 11.9K | $508.7K | −5.1K | Reduced |
| 6 | Private Advisor Group, LLC | 11.4K | $489.9K | −1.7K | Reduced |
| 7 | Private Advisory Group LLC | 9.7K | $415.9K | −330 | Reduced |
| 8 | Commonwealth Equity Services, LLC | 8.5K | $366.5K | −2 | Reduced |
| 9 | Farther Finance Advisors, LLC | 5.2K | $224.1K | −4.0K | Reduced |
| 10 | Advisortrust Partners, LLC | 4.1K | $175.0K | +4.1K | New |
2 more institutional holders on Premium
See every fund holding Advisorshares Tr, with full quarter-over-quarter share changes.
Unlock all holders