Institutional Ownership
Advisorshares Tr
CUSIP 00768Y560ADVISORSHS ETFCWSQ1 2026
Institutional Holders
55
13F filers
Shares Held
1.00M
Aggregate institutional
Institutional Value
$58.68M
Q1 2026
Net New Holders
+2
8 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions8
Increased11
Decreased24
Sold out6
Institutional Holders
55 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cibc World Market Inc. | 129.5K | $8.39M | +2.0K | Added |
| 2 | Kestra Advisory Services, LLC | 98.1K | $6.36M | +1.7K | Added |
| 3 | Stifel Financial Corp | 92.6K | $6.00M | +882 | Added |
| 4 | Osaic Holdings, Inc. | 85.9K | $5.57M | −21.1K | Reduced |
| 5 | Cetera Investment Advisers | 68.4K | $4.43M | +2.3K | Added |
| 6 | Lpl Financial LLC | 67.9K | $4.40M | −33.8K | Reduced |
| 7 | Mason & Associates Inc | 48.4K | $3.07M | +3.0K | Added |
| 8 | Stone Wealth Partners | 33.0K | $2.14M | −837 | Reduced |
| 9 | Sigma Planning Corp | 29.5K | $1.91M | +10.5K | Added |
| 10 | Goldman Sachs Group Inc | 26.7K | $1.73M | +26.7K | New |
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