AdvisorShares Trust - DWAW
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Virtus Wealth Solutions LLC | History | Reduced | 1,460,894 | 72,840 | 12.37% | 10.26% | 1 | -13,034 | -0.88% | Q3 2026 | Nov 03, 2026 |
| Prospera Financial Services Inc | History | Added to | 114,978 | 5,579 | 0.07% | 0.08% | 2 | +8,202 | 7.68% | Q3 2026 | Nov 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 25,244 | 1,290 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 14,929 | 763 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 11,978 | 597 | 0.0% | 0.0% | 5 | +100 | 0.84% | Q3 2026 | Nov 06, 2026 |
| Private Advisor Group, LLC | History | No change | 10,643 | 544 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 8,680 | 443 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EWA, LLC | History | No change | 4,960 | 253 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,650 | 231 | 0.0% | 0.0% | 9 | -187 | -3.87% | Q3 2026 | Oct 08, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | No change | 4,078 | 203 | 0.06% | 0.07% | 10 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| UBS Group AG | History | No change | 2,086 | 106 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 1,733 | 88 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 41 | 2 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |