AdvisorShares Trust - DWSH
Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 9 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | History | Added to | 253,500 | 1,883 | 0.0% | 0.0% | 1 | +249,955 | 7050.92% | Q2 2025 | Sep 04, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 40,528 | 301 | 0.0% | 0.0% | 2 | +17,492 | 75.93% | Q2 2025 | Aug 14, 2025 |
| HANOVER ADVISORS INC | History | New | 32,910 | 244 | 0.1% | — | 3 | +32,910 | New | Q2 2025 | Aug 12, 2025 |
| OLD MISSION CAPITAL LLC | History | Reduced | 23,869 | 177 | 0.0% | 0.0% | 4 | -2,304 | -8.8% | Q2 2025 | Aug 14, 2025 |
| RAYMOND JAMES FINANCIAL INC | History | New | 23,498 | 174 | 0.0% | — | 5 | +23,498 | New | Q2 2025 | Aug 14, 2025 |
| ROYAL BANK OF CANADA | History | Reduced | 20,292 | 151 | 0.0% | 0.0% | 6 | -2,477 | -10.88% | Q2 2025 | Nov 21, 2025 |
| Private Advisor Group, LLC | History | New | 12,700 | 94 | 0.0% | — | 7 | +12,700 | New | Q2 2025 | Aug 11, 2025 |
| MAI Capital Management | History | Reduced | 7,710 | 57 | 0.0% | 0.0% | 8 | -475 | -5.8% | Q2 2025 | Aug 12, 2025 |
| UBS Group AG | History | New | 234 | 1 | 0.0% | — | 9 | +234 | New | Q2 2025 | Aug 14, 2025 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -59 | -100.0% | Q1 2025 | May 12, 2025 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2025 | Aug 14, 2025 |