AdvisorShares Trust - 00768Y883
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Birchwood Financial Partners, Inc. | History | New | 2,989 | 49 | 0.04% | — | 1 | +2,989 | New | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 295 | 4 | 0.0% | — | 2 | +295 | New | Q2 2026 | Jul 24, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |