ADVISORSHARES TR (DWSH)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
13
Reporting holders
$28.8M
Reported value
83.2%
Held as options
-5
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 |
|---|---|---|---|---|---|
| IMC-Chicago, LLC | $10.6M | options only | 0.00% | 6q | OPTIONS |
| GROUP ONE TRADING LLC | $7.2M | options only | 0.01% | 7q | OPTIONS |
| SIMPLEX TRADING, LLC | $5.8M | options only | 0.00% | 11q | OPTIONS |
| RAYMOND JAMES FINANCIAL INC | $4.0M | 643,593 | 0.00% | 5q | +5350.0%+$4.0M |
| ENVESTNET ASSET MANAGEMENT INC | $703.9K | 112,266 | 0.00% | 3q | +102.1%+$355.7K |
| Sender Co & Partners, Inc. | $457.7K | options only | 0.13% | new | OPTIONS |
| HANOVER ADVISORS INC | $72.1K | 11,499 | 0.03% | 6q | -5.7%-$4.4K |
| ROYAL BANK OF CANADA | $21.0K | 3,331 | 0.00% | 31q | -75.8%-$65.8K |
| OSAIC HOLDINGS, INC. | $16.1K | 2,568 | 0.00% | 18q | +4.0% |
| HRT FINANCIAL LP | $696 | 150,675 | 0.00% | 3q | -28.4% |
| SG Americas Securities, LLC | $15 | options only | 0.00% | 4q | OPTIONS |
| MORGAN STANLEY | $8 | 1 | 0.00% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $5 | 1 | 0.00% | 11q | -50.0% |
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 | $28.8M | 923,934 | 3 | 3 | 4 | 83.2% |
| Q1 2026 | 18 | $16.2M | 467,330 | 5 | 4 | 5 | 90.1% |
| Q4 2025 | 15 | $50.5M | 1,294,530 | 10 | 1 | 4 | 94.2% |
| Q3 2025 | 14 | $19.5M | 501,089 | 6 | 3 | 3 | 82.8% |
| Q2 2025 | 13 | $6.9M | 435,534 | 4 | 4 | 2 | 53.0% |
| Q1 2025 | 11 | $4.9M | 96,782 | 6 | 4 | 1 | 85.2% |
| Q4 2024 | 13 | $7.2M | 150,704 | 11 | 3 | 1 | 85.2% |
| Q3 2024 | 10 | $7.8M | 135,106 | 3 | 0 | 3 | 87.6% |
| Q2 2024 | 10 | $10.3M | 101,472 | 2 | 3 | 0 | 92.6% |
| Q1 2024 | 15 | $66.1M | 1,319,161 | 4 | 2 | 2 | 97.7% |
| Q4 2023 | 18 | $33.6M | 1,045,425 | 7 | 1 | 7 | 90.3% |
| Q3 2023 | 19 | $47.8M | 845,566 | 5 | 4 | 5 | 83.8% |
| Q2 2023 | 17 | $18.3M | 835,528 | 1 | 5 | 3 | 60.1% |
| Q1 2023 | 20 | $16.3M | 763,291 | 5 | 7 | 3 | 57.7% |
| Q4 2022 | 22 | $37.4M | 642,858 | 2 | 7 | 4 | 82.9% |
| Q3 2022 | 25 | $63.5M | 1,743,225 | 7 | 10 | 5 | 69.2% |
| Q2 2022 | 25 | $34.4M | 1,122,109 | 13 | 2 | 6 | 64.7% |
| Q1 2022 | 14 | $39.6M | 437,209 | 4 | 1 | 3 | 88.1% |
| Q4 2021 | 12 | $72.6M | 684,077 | 4 | 2 | 4 | 92.0% |
| Q3 2021 | 13 | $22.9M | 1,138,614 | 4 | 3 | 0 | 56.5% |
| Q2 2021 | 12 | $20.4M | 925,728 | 5 | 5 | 2 | 61.1% |
| Q1 2021 | 15 | $27.8M | 543,024 | 3 | 1 | 8 | 81.9% |
| Q4 2020 | 17 | $13.8M | 720,160 | 2 | 4 | 9 | 40.2% |
| Q3 2020 | 24 | $35.0M | 1,837,184 | 4 | 10 | 6 | 0.2% |
| Q2 2020 | 28 | $35.9M | 1,840,488 | 16 | 8 | 2 | 0.7% |
| Q1 2020 | 19 | $53.4M | 1,549,152 | 10 | 3 | 3 | 0.3% |
| Q4 2019 | 10 | $18.3M | 798,646 | 5 | 2 | 2 | 0.3% |
| Q3 2019 | 6 | $5.0M | 173,319 | 1 | 3 | 0 | 10.0% |
| Q2 2019 | 9 | $4.5M | 174,161 | 6 | 0 | 3 | 2.8% |
| Q1 2019 | 7 | $1.5M | 57,356 | 3 | 1 | 2 | 6.4% |
| Q4 2018 | 7 | $4.3M | 136,398 | 2 | 0 | 0 | 2.9% |