Institutional Ownership
Advisorshares Tr
CUSIP 00768Y479DORSY FSM ALCPDWAWQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
12
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Virtus Wealth Solutions LLC | 1.54M | $66.08M |
| 2 | Prospera Financial Services Inc | 120.5K | $5.17M |
| 3 | Mml Investors Services, LLC | 25.8K | $1.11M |
| 4 | Raymond James Financial Inc | 16.1K | $691.7K |
| 5 | Lpl Financial LLC | 11.9K | $508.7K |
| 6 | Private Advisor Group, LLC | 11.4K | $489.9K |
| 7 | Private Advisory Group LLC | 9.7K | $415.9K |
| 8 | Commonwealth Equity Services, LLC | 8.5K | $366.5K |
| 9 | Farther Finance Advisors, LLC | 5.2K | $224.1K |
| 10 | Advisortrust Partners, LLC | 4.1K | $175.0K |