Institutional Ownership
Advisorshares Tr
CUSIP 00768Y487DORSY FSM USDWUSQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
10
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 | 1.58M | $80.46M |
| 2 | Osaic Holdings, Inc. | 410.6K | $20.91M |
| 3 | Mml Investors Services, LLC | 31.3K | $1.59M |
| 4 | Commonwealth Equity Services, LLC | 9.5K | $482.1K |
| 5 | Lpl Financial LLC | 7.2K | $365.5K |
| 6 | Susquehanna International Group, LLP | 6.7K | $343.3K |
| 7 | Private Advisory Group LLC | 4.4K | $225.8K |
| 8 | Morgan Stanley | 2.0K | $100.1K |
| 9 | Ubs Group AG | 851 | $43.3K |
| 10 | Scarborough Advisors, LLC | 68 | $3.5K |