AdvisorShares Trust - DWUS
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 | 1,579,331 | 85,610 | 16.25% | 16.62% | 1 | -10,195 | -0.64% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 410,508 | 22,256 | 0.03% | 0.03% | 2 | +6,421 | 1.59% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 32,283 | 1,749 | 0.0% | 0.0% | 3 | +5,767 | 21.75% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 9,471 | 513 | 0.0% | 0.0% | 4 | +375 | 4.12% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Reduced | 8,428 | 456 | 0.0% | 0.0% | 5 | -922 | -9.86% | Q4 2025 | Feb 11, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | New | 7,995 | 433 | 0.02% | — | 6 | +7,995 | New | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 4,943 | 267 | 0.0% | — | 7 | +4,943 | New | Q4 2025 | Feb 17, 2026 |
| Private Advisory Group LLC | History | Added to | 4,449 | 241 | 0.02% | 0.02% | 8 | +316 | 7.65% | Q4 2025 | Jan 15, 2026 |
| MORGAN STANLEY | History | Added to | 2,840 | 153 | 0.0% | 0.0% | 9 | +874 | 44.46% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | New | 268 | 14 | 0.0% | — | 10 | +268 | New | Q4 2025 | Jan 29, 2026 |
| Scarborough Advisors, LLC | History | No change | 68 | 3 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q3 2025 | Nov 12, 2025 |