ADVISORSHARES TR (DWAW)
Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.
13
Reporting holders
$85.4M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Virtus Wealth Solutions LLC | $75.4M | 1,473,928 | 10.26% | 7q | -4.3%-$3.4M |
| Prospera Financial Services Inc | $5.5M | 106,776 | 0.08% | 23q | -11.4%-$704.1K |
| MML INVESTORS SERVICES, LLC | $1.3M | 25,244 | 0.00% | 27q | -2.2%-$29.3K |
| RAYMOND JAMES FINANCIAL INC | $763.5K | 14,929 | 0.00% | 7q | -7.4%-$60.8K |
| LPL Financial LLC | $607.4K | 11,878 | 0.00% | 8q | HELD |
| Private Advisor Group, LLC | $544.3K | 10,643 | 0.00% | 22q | -6.8%-$39.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $443.9K | 8,680 | 0.00% | new | NEW |
| EWA, LLC | $253.7K | 4,960 | 0.05% | new | NEW |
| Farther Finance Advisors, LLC | $247.4K | 4,837 | 0.00% | 7q | -6.2%-$16.4K |
| ADVISORTRUST PARTNERS, LLC | $208.5K | 4,078 | 0.07% | 2q | HELD |
| UBS Group AG | $106.7K | 2,086 | 0.00% | 3q | +76.2%+$46.1K |
| MORGAN STANLEY | $88.7K | 1,733 | 0.00% | 7q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $2.1K | 41 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 13 | $85.4M | 1,669,813 | 3 | 1 | 6 | 0.0% |
| Q1 2026 | 12 | $75.4M | 1,755,810 | 1 | 2 | 7 | 0.0% |
| Q4 2025 | 12 | $78.1M | 1,769,010 | 2 | 3 | 2 | 0.0% |
| Q3 2025 | 11 | $78.2M | 1,780,848 | 1 | 3 | 7 | 0.0% |
| Q2 2025 | 9 | $74.2M | 1,784,623 | 0 | 1 | 5 | 0.0% |
| Q1 2025 | 10 | $67.0M | 1,810,351 | 1 | 3 | 4 | 0.0% |
| Q4 2024 | 10 | $71.9M | 1,791,363 | 3 | 2 | 2 | 0.0% |
| Q3 2024 | 7 | $7.9M | 201,475 | 2 | 1 | 4 | 0.0% |
| Q2 2024 | 7 | $9.5M | 244,560 | 1 | 2 | 4 | 0.0% |
| Q1 2024 | 8 | $10.6M | 286,757 | 2 | 2 | 4 | 0.0% |
| Q4 2023 | 8 | $11.5M | 339,441 | 1 | 1 | 6 | 0.0% |
| Q3 2023 | 9 | $7.7M | 253,523 | 1 | 1 | 7 | 0.0% |
| Q2 2023 | 8 | $10.9M | 343,344 | 1 | 3 | 4 | 0.0% |
| Q1 2023 | 8 | $11.5M | 370,311 | 0 | 3 | 5 | 0.0% |
| Q4 2022 | 9 | $9.7M | 311,858 | 1 | 0 | 8 | 0.0% |
| Q3 2022 | 13 | $74.6M | 2,662,425 | 0 | 3 | 8 | 0.0% |
| Q2 2022 | 15 | $76.0M | 2,512,361 | 1 | 5 | 7 | 0.0% |
| Q1 2022 | 16 | $94.8M | 2,779,515 | 3 | 7 | 5 | 0.0% |
| Q4 2021 | 14 | $135.7M | 3,589,324 | 2 | 5 | 5 | 0.0% |
| Q3 2021 | 14 | $127.5M | 3,583,279 | 0 | 8 | 5 | 0.0% |
| Q2 2021 | 17 | $139.6M | 3,805,808 | 2 | 11 | 3 | 0.0% |
| Q1 2021 | 16 | $143.1M | 3,896,069 | 7 | 7 | 2 | 0.0% |
| Q4 2020 | 9 | $123.9M | 3,332,808 | 3 | 5 | 1 | 0.0% |
| Q3 2020 | 8 | $91.4M | 2,935,990 | 4 | 2 | 2 | 0.0% |
| Q2 2020 | 4 | $69.9M | 2,504,402 | 3 | 1 | 0 | 0.0% |
| Q1 2020 | 2 | $24.6M | 1,121,699 | 1 | 1 | 0 | 0.0% |
| Q4 2019 | 1 | $25.7M | 1,028,879 | 1 | 0 | 0 | 0.0% |