ADVISORSHARES TR (MSOXXXXX)
Institutional ownership reported to the SEC as of Q1 2026, across 11 quarters.
1
Reporting holders
$388.2K
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| Westend Capital Management, LLC | $388.2K | 180,548 | 0.12% | 2q | +7.2%+$25.9K |
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 |
|---|---|---|---|---|---|---|---|
| Q1 2026 | 1 | $388.2K | 180,548 | 0 | 1 | 0 | 0.0% |
| Q4 2025 | 1 | $754.9K | 168,500 | 1 | 0 | 0 | 0.0% |
| Q3 2024 | 15 | $4.3M | 818,716 | 8 | 1 | 3 | 55.5% |
| Q2 2024 | 9 | $3.7M | 408,655 | 3 | 2 | 2 | 69.5% |
| Q1 2024 | 10 | $15.5M | 230,354 | 4 | 1 | 4 | 90.7% |
| Q4 2023 | 9 | $24.6M | 146,914 | 2 | 2 | 5 | 98.8% |
| Q3 2023 | 10 | $5.3M | 434,947 | 9 | 0 | 0 | 54.3% |
| Q2 2023 | 4 | $303.3K | 50,368 | 2 | 1 | 0 | 98.1% |
| Q1 2023 | 2 | $6.8K | 27,345 | 1 | 0 | 0 | 0.0% |
| Q4 2022 | 3 | $81.0K | 13,586 | 2 | 0 | 1 | 0.0% |
| Q3 2022 | 1 | $16.0K | 1,168 | 1 | 0 | 0 | 0.0% |