ADVISORSHARES TR (QPX)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
13
Reporting holders
$20.4M
Reported value
0.0%
Held as options
-3
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 |
|---|---|---|---|---|---|
| Encompass More Asset Management | $11.5M | 236,003 | 1.68% | 10q | +5.1%+$563.1K |
| Professional Financial Advisors, LLC | $3.2M | 65,220 | 0.55% | 15q | +0.7%+$23.2K |
| Cetera Investment Advisers | $1.8M | 35,893 | 0.00% | 21q | -8.7%-$167.9K |
| Rothschild Wealth LLC | $1.5M | 30,639 | 0.12% | 14q | HELD |
| OSAIC HOLDINGS, INC. | $832.3K | 17,038 | 0.00% | 22q | -66.6%-$1.7M |
| Legacy Wealth Managment, LLC/ID | $628.1K | 12,857 | 0.26% | 8q | -25.6%-$216.1K |
| ENVESTNET ASSET MANAGEMENT INC | $532.1K | 10,891 | 0.00% | 21q | +0.6%+$3.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $257.3K | 5,266 | 0.00% | 5q | -80.0%-$1.0M |
| AMERIFLEX GROUP, INC. | $51.8K | 1,061 | 0.02% | 7q | HELD |
| UBS Group AG | $39.4K | 806 | 0.00% | 7q | +61.8%+$15.0K |
| Aptus Capital Advisors, LLC | $21.4K | 439 | 0.00% | 5q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $11.1K | 227 | 0.00% | 4q | -1.3% |
| AE Wealth Management LLC | $10.8K | 221 | 0.00% | 7q | +16.3%+$1.5K |
| Cambridge Investment Research Advisors, Inc. | $5.3K | 108,468 | 0.01% | 13q | +99.1%+$2.6K |
| HRT FINANCIAL LP | $243 | 4,986 | 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 | 13 | $20.4M | 416,561 | 0 | 5 | 5 | 0.0% |
| Q1 2026 | 16 | $20.6M | 486,092 | 0 | 5 | 6 | 0.0% |
| Q4 2025 | 15 | $22.9M | 514,486 | 0 | 3 | 7 | 0.0% |
| Q3 2025 | 16 | $22.4M | 526,240 | 2 | 4 | 8 | 0.0% |
| Q2 2025 | 17 | $18.6M | 479,280 | 4 | 4 | 6 | 0.0% |
| Q1 2025 | 12 | $15.1M | 439,056 | 0 | 3 | 5 | 0.0% |
| Q4 2024 | 13 | $18.3M | 510,433 | 3 | 3 | 5 | 0.0% |
| Q3 2024 | 9 | $25.0M | 549,730 | 0 | 2 | 4 | 0.0% |
| Q2 2024 | 8 | $16.3M | 482,541 | 0 | 1 | 5 | 0.0% |
| Q1 2024 | 9 | $18.5M | 564,412 | 2 | 2 | 5 | 0.0% |
| Q4 2023 | 8 | $13.6M | 444,658 | 0 | 2 | 3 | 0.0% |
| Q3 2023 | 7 | $11.3M | 411,602 | 1 | 2 | 2 | 0.0% |
| Q2 2023 | 11 | $12.4M | 435,759 | 0 | 2 | 4 | 0.0% |
| Q1 2023 | 14 | $10.4M | 413,290 | 4 | 2 | 5 | 0.0% |
| Q4 2022 | 12 | $9.1M | 432,306 | 3 | 1 | 5 | 0.0% |
| Q3 2022 | 12 | $15.2M | 732,850 | 2 | 1 | 7 | 0.0% |
| Q2 2022 | 11 | $21.3M | 968,098 | 1 | 4 | 5 | 0.0% |
| Q1 2022 | 17 | $70.7M | 2,639,987 | 2 | 6 | 6 | 0.0% |
| Q4 2021 | 18 | $75.8M | 2,535,684 | 3 | 10 | 2 | 0.0% |
| Q3 2021 | 19 | $57.1M | 1,984,808 | 5 | 9 | 3 | 0.0% |
| Q2 2021 | 15 | $29.9M | 1,061,353 | 5 | 8 | 0 | 0.0% |
| Q1 2021 | 11 | $16.6M | 649,593 | 9 | 2 | 0 | 0.0% |
| Q4 2020 | 2 | $482.0K | 19,166 | 2 | 0 | 0 | 0.0% |