ADVISORSHARES TR (PSIL)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
19
Reporting holders
$1.9M
Reported value
3.2%
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 |
|---|---|---|---|---|---|
| CIBC Bancorp USA Inc. | $712.5K | 29,624 | 0.00% | 2q | HELD |
| Belvedere Trading LLC | $421.6K | 14,929 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $305.7K | 12,709 | 0.00% | new | NEW |
| Vigilare Wealth Management | $211.6K | 8,800 | 0.06% | new | NEW |
| TRUIST FINANCIAL CORP | $205.5K | 8,543 | 0.00% | new | NEW |
| Versant Capital Management, Inc | $19.0K | 790 | 0.00% | 6q | HELD |
| Farther Finance Advisors, LLC | $18.2K | 756 | 0.00% | 6q | HELD |
| Planning Strategies Inc. | $14.4K | 600 | 0.01% | new | FIRST |
| MORGAN STANLEY | $9.6K | 399 | 0.00% | 8q | +59.6%+$3.6K |
| FIDUCIARY FINANCIAL ADVISORS | $7.2K | 300 | 0.00% | new | NEW |
| MCGUIRE CAPITAL ADVISORS INC | $6.9K | 286 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $4.8K | 200 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $3.6K | 150 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $3.0K | 111 | 0.00% | 2q | +91.4%+$1.4K |
| NATIONAL BANK OF CANADA /FI/ | $1.9K | 82 | 0.00% | 8q | HELD |
| HOLLENCREST CAPITAL MANAGEMENT | $914 | 38 | 0.00% | 8q | HELD |
| Allworth Financial LP | $530 | 22 | 0.00% | 3q | HELD |
| Axiom Investment Management LLC | $241 | 10 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $25 | 1 | 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 | 19 | $1.9M | 78,350 | 10 | 2 | 0 | 3.2% |
| Q1 2026 | 14 | $761.5K | 34,035 | 6 | 1 | 1 | 24.4% |
| Q4 2025 | 13 | $3.2M | 105,481 | 2 | 3 | 1 | 42.8% |
| Q3 2025 | 14 | $600.2K | 31,628 | 2 | 1 | 3 | 0.0% |
| Q2 2025 | 13 | $306.5K | 22,130 | 0 | 1 | 1 | 0.0% |
| Q1 2025 | 13 | $202.4K | 18,759 | 5 | 1 | 0 | 0.0% |
| Q4 2024 | 9 | $159.6K | 13,312 | 4 | 0 | 2 | 0.0% |
| Q3 2024 | 6 | $395.9K | 14,470 | 6 | 0 | 0 | 72.1% |
| Q2 2024 | 14 | $398.3K | 393,067 | 5 | 2 | 2 | 4.6% |
| Q1 2024 | 12 | $499.9K | 335,507 | 1 | 3 | 1 | 0.0% |
| Q4 2023 | 13 | $390.0K | 280,856 | 2 | 3 | 0 | 0.0% |
| Q3 2023 | 12 | $342.1K | 212,393 | 2 | 6 | 0 | 0.0% |
| Q2 2023 | 12 | $353.4K | 190,253 | 2 | 1 | 1 | 0.0% |
| Q1 2023 | 11 | $371.4K | 198,797 | 2 | 0 | 2 | 0.0% |
| Q4 2022 | 11 | $341.0K | 183,081 | 4 | 1 | 1 | 0.0% |
| Q3 2022 | 11 | $535.0K | 189,193 | 2 | 1 | 2 | 0.0% |
| Q2 2022 | 11 | $600.0K | 226,034 | 4 | 2 | 0 | 0.0% |
| Q1 2022 | 8 | $759.0K | 190,493 | 1 | 3 | 0 | 0.0% |
| Q4 2021 | 11 | $925.0K | 159,986 | 9 | 0 | 0 | 0.0% |
| Q3 2021 | 2 | $305.0K | 33,508 | 2 | 0 | 0 | 0.0% |