AdvisorShares Trust - PSIL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | History | Added to | 58,317 | 1,312 | 0.01% | 0.0% | 1 | +57,561 | 7613.89% | Q3 2026 | Oct 08, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 29,624 | 712 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 16,955 | 381 | 0.0% | 0.0% | 3 | +4,246 | 33.41% | Q3 2026 | Nov 04, 2026 |
| Belvedere Trading LLC | History | Reduced | 12,637 | 284 | 0.0% | 0.0% | 4 | -4,892 | -27.91% | Q3 2026 | Nov 05, 2026 |
| Vigilare Wealth Management | History | Added to | 9,763 | 219 | 0.07% | 0.06% | 5 | +963 | 10.94% | Q3 2026 | Oct 29, 2026 |
| UBS Group AG | History | New | 3,246 | 73 | 0.0% | — | 6 | +3,246 | New | Q3 2026 | Nov 10, 2026 |
| Versant Capital Management, Inc | History | No change | 790 | 17 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Planning Strategies Inc. | History | No change | 600 | 13 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| MORGAN STANLEY | History | No change | 399 | 9 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 300 | 7 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 286 | 6 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 200 | 4 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 111 | 3 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 82 | 1 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,543 | -100.0% | Q3 2026 | Oct 30, 2026 |
| GROUP ONE TRADING LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Nov 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Axiom Investment Management LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Allworth Financial LP | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |