ADVISORSHARES TR (DWUS)
Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.
9
Reporting holders
$124.9M
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 | $95.9M | 1,506,264 | 13.05% | 7q | -4.7%-$4.7M |
| OSAIC HOLDINGS, INC. | $25.9M | 407,155 | 0.03% | 10q | -0.8%-$218.6K |
| MML INVESTORS SERVICES, LLC | $2.0M | 30,638 | 0.00% | 27q | -2.1%-$41.3K |
| LPL Financial LLC | $457.3K | 7,179 | 0.00% | 4q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $227.9K | 3,578 | 0.00% | 24q | -62.2%-$375.3K |
| Snowden Capital Advisors LLC | $213.7K | 3,355 | 0.01% | new | NEW |
| MORGAN STANLEY | $125.2K | 1,966 | 0.00% | 7q | HELD |
| UBS Group AG | $53.9K | 846 | 0.00% | 3q | -0.6% |
| Regatta Research & Money Management | $19.7K | 310 | 0.02% | new | FIRST |
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 | 9 | $124.9M | 1,961,291 | 1 | 0 | 5 | 0.0% |
| Q1 2026 | 10 | $104.5M | 2,052,967 | 0 | 2 | 3 | 0.0% |
| Q4 2025 | 11 | $111.7M | 2,060,584 | 3 | 5 | 2 | 0.0% |
| Q3 2025 | 8 | $110.5M | 2,035,727 | 3 | 1 | 2 | 0.0% |
| Q2 2025 | 5 | $81.8M | 1,609,922 | 2 | 0 | 0 | 0.0% |
| Q1 2025 | 4 | $75.3M | 1,618,894 | 1 | 0 | 1 | 0.0% |
| Q4 2024 | 4 | $78.1M | 1,624,668 | 1 | 0 | 1 | 0.0% |
| Q3 2024 | 4 | $434.2K | 9,203 | 3 | 0 | 0 | 0.0% |
| Q2 2024 | 3 | $112.7K | 2,304,200 | 0 | 0 | 0 | 0.0% |
| Q1 2024 | 3 | $329.7K | 7,438 | 1 | 0 | 0 | 0.0% |
| Q4 2023 | 4 | $544.5K | 13,590 | 3 | 0 | 0 | 0.0% |
| Q3 2023 | 4 | $743.5K | 2,330,728 | 1 | 0 | 2 | 0.0% |
| Q2 2023 | 4 | $553.7K | 2,374,990 | 1 | 1 | 2 | 0.0% |
| Q1 2023 | 3 | $347.3K | 2,325,773 | 0 | 2 | 1 | 0.0% |
| Q4 2022 | 3 | $1.4M | 42,066 | 0 | 0 | 3 | 0.0% |
| Q3 2022 | 5 | $70.6M | 2,335,973 | 0 | 1 | 4 | 0.0% |
| Q2 2022 | 5 | $76.4M | 2,386,882 | 0 | 3 | 2 | 0.0% |
| Q1 2022 | 7 | $93.3M | 2,444,992 | 3 | 2 | 1 | 0.0% |
| Q4 2021 | 5 | $100.2M | 2,465,459 | 1 | 1 | 1 | 0.0% |
| Q3 2021 | 7 | $93.0M | 2,499,268 | 1 | 5 | 1 | 0.0% |
| Q2 2021 | 7 | $90.7M | 2,443,615 | 3 | 3 | 1 | 0.0% |
| Q1 2021 | 4 | $76.4M | 2,217,676 | 1 | 1 | 1 | 0.0% |
| Q4 2020 | 3 | $69.6M | 2,037,397 | 1 | 1 | 1 | 0.0% |
| Q3 2020 | 2 | $54.4M | 1,750,207 | 1 | 0 | 1 | 0.0% |
| Q2 2020 | 1 | $45.1M | 1,641,348 | 0 | 1 | 0 | 0.0% |
| Q1 2020 | 1 | $24.4M | 1,122,227 | 0 | 1 | 0 | 0.0% |
| Q4 2019 | 1 | $25.8M | 1,026,012 | 1 | 0 | 0 | 0.0% |