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 | 1,494,373 | 88,197 | 14.98% | 13.05% | 1 | -11,891 | -0.79% | Q3 2026 | Nov 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 407,155 | 25,939 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 30,638 | 1,951 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | Reduced | 6,217 | 366 | 0.0% | 0.0% | 4 | -962 | -13.4% | Q3 2026 | Nov 06, 2026 |
| Snowden Capital Advisors LLC | History | No change | 3,355 | 213 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 3,578 | 211 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| MORGAN STANLEY | History | No change | 1,966 | 125 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 846 | 53 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regatta Research & Money Management | History | No change | 310 | 19 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |