# ADVISORSHARES TR (DWUS)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/DWUS/

- Reporting holders: 9
- Reported value: $124.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Virtus Wealth Solutions LLC](https://holderbook.com/funds/2045870-virtus-wealth-solutions-llc/) | $95.9M | 1,506,264 | 13.1% | 7 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $25.9M | 407,155 | 0.0% | 10 |
| [MML INVESTORS SERVICES, LLC](https://holderbook.com/funds/701059-mml-investors-services-llc/) | $2.0M | 30,638 | 0.0% | 27 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $457.3K | 7,179 | 0.0% | 4 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $227.9K | 3,578 | 0.0% | 24 |
| [Snowden Capital Advisors LLC](https://holderbook.com/funds/1903055-snowden-capital-advisors-llc/) | $213.7K | 3,355 | 0.0% | 1 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $125.2K | 1,966 | 0.0% | 7 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $53.9K | 846 | 0.0% | 3 |
| [Regatta Research & Money Management](https://holderbook.com/funds/2137529-regatta-research-money-management/) | $19.7K | 310 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 9 | $124.9M |
| Q1 2026 | 10 | $104.5M |
| Q4 2025 | 11 | $111.7M |
| Q3 2025 | 9 | $111.0M |
| Q2 2025 | 7 | $111.0M |
| Q1 2025 | 6 | $104.2M |
| Q4 2024 | 6 | $109.7M |
| Q3 2024 | 6 | $34.0M |
| Q2 2024 | 3 | $108.0M |
| Q1 2024 | 5 | $102.4M |
| Q4 2023 | 6 | $92.9M |
| Q3 2023 | 4 | $83.1M |