Institutional Ownership
Advisorshares Tr
CUSIP 00768Y487DORSY FSM USDWUSQ1 2026
Institutional Holders
10
13F filers
Shares Held
2.05M
Aggregate institutional
Institutional Value
$104.52M
Q1 2026
Net New Holders
+0
0 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased4
Decreased5
Sold out0
Institutional Holders
10 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Virtus Wealth Solutions LLC | 1.58M | $80.46M | +1.1K | Added |
| 2 | Osaic Holdings, Inc. | 410.6K | $20.91M | +79 | Added |
| 3 | Mml Investors Services, LLC | 31.3K | $1.59M | −996 | Reduced |
| 4 | Commonwealth Equity Services, LLC | 9.5K | $482.1K | −1 | Reduced |
| 5 | Lpl Financial LLC | 7.2K | $365.5K | −1.2K | Reduced |
| 6 | Susquehanna International Group, LLP | 6.7K | $343.3K | +1.8K | Added |
| 7 | Private Advisory Group LLC | 4.4K | $225.8K | −14 | Reduced |
| 8 | Morgan Stanley | 2.0K | $100.1K | −874 | Reduced |
| 9 | Ubs Group AG | 851 | $43.3K | +583 | Added |
| 10 | Scarborough Advisors, LLC | 68 | $3.5K | 0 | Held |