Institutional Ownership
Advisorshares Tr
CUSIP 00768Y560ADVISORSHS ETFCWSQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
55
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 | Cibc World Market Inc. | 129.5K | $8.39M |
| 2 | Kestra Advisory Services, LLC | 98.1K | $6.36M |
| 3 | Stifel Financial Corp | 92.6K | $6.00M |
| 4 | Osaic Holdings, Inc. | 85.9K | $5.57M |
| 5 | Cetera Investment Advisers | 68.4K | $4.43M |
| 6 | Lpl Financial LLC | 67.9K | $4.40M |
| 7 | Mason & Associates Inc | 48.4K | $3.07M |
| 8 | Stone Wealth Partners | 33.0K | $2.14M |
| 9 | Sigma Planning Corp | 29.5K | $1.91M |
| 10 | Goldman Sachs Group Inc | 26.7K | $1.73M |