Institutional Ownership
Advisorshares Tr
CUSIP 00768Y818INSIDER ADVANTASUREQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
21
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 | Lpl Financial LLC | 8.3K | $1.06M |
| 2 | Morgan Stanley | 7.7K | $980.2K |
| 3 | Waverly Advisors, LLC | 6.4K | $815.1K |
| 4 | Citadel Advisors LLC | 4.9K | $623.3K |
| 5 | Osaic Holdings, Inc. | 4.3K | $553.3K |
| 6 | Susquehanna International Group, LLP | 3.9K | $500.6K |
| 7 | Silverlake Wealth Management LLC | 3.4K | $437.5K |
| 8 | Private Advisor Group, LLC | 3.2K | $410.1K |
| 9 | Wealthspire Advisors, LLC | 3.0K | $384.3K |
| 10 | Busey Bank | 3.0K | $381.5K |