Institutional Ownership
Advisorshares Tr
CUSIP 00768Y818INSIDER ADVANTASUREQ1 2026
Institutional Holders
21
13F filers
Shares Held
62.7K
Aggregate institutional
Institutional Value
$7.75M
Q1 2026
Net New Holders
+0
1 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased6
Decreased6
Sold out1
Institutional Holders
21 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 8.3K | $1.06M | −148 | Reduced |
| 2 | Morgan Stanley | 7.7K | $980.2K | +350 | Added |
| 3 | Waverly Advisors, LLC | 6.4K | $815.1K | +159 | Added |
| 4 | Citadel Advisors LLC | 4.9K | $623.3K | +1.1K | Added |
| 5 | Osaic Holdings, Inc. | 4.3K | $553.3K | −147 | Reduced |
| 6 | Susquehanna International Group, LLP | 3.9K | $500.6K | −207 | Reduced |
| 7 | Silverlake Wealth Management LLC | 3.4K | $437.5K | −416 | Reduced |
| 8 | Private Advisor Group, LLC | 3.2K | $410.1K | 0 | Held |
| 9 | Wealthspire Advisors, LLC | 3.0K | $384.3K | +1.1K | Added |
| 10 | Busey Bank | 3.0K | $381.5K | 0 | Held |
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