AdvisorShares Trust - PSIL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TORNO CAPITAL, LLC | History | New | 74,500 | 1,279 | 0.29% | — | 1 | +74,500 | New | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 29,566 | 507 | 0.0% | 0.0% | 2 | +4,547 | 18.17% | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | No change | 2,000 | 34 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,510 | 25 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | No change | 790 | 13 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Farther Finance Advisors, LLC | History | No change | 756 | 12 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MORGAN STANLEY | History | Reduced | 400 | 6 | 0.0% | 0.0% | 7 | -746 | -65.1% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 212 | 3 | 0.0% | — | 8 | +177 | 505.71% | Q4 2025 | Jan 29, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 75 | 1 | 0.0% | 0.0% | 10 | +7 | 10.29% | Q4 2025 | Feb 24, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 82 | 1 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -147 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Allworth Financial LP | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IFC & Insurance Marketing, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |