AdvisorShares Trust - QPX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Encompass More Asset Management | History | Reduced | 239,869 | 10,678 | 1.97% | 1.99% | 1 | -1,454 | -0.6% | Q4 2025 | Feb 03, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 63,713 | 2,836 | 0.58% | 0.58% | 2 | -123 | -0.19% | Q4 2025 | Jan 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 54,828 | 2,440 | 0.0% | 0.0% | 3 | -8,852 | -13.9% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 54,395 | 2,421 | 0.0% | 0.0% | 4 | -10,880 | -16.67% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 54,332 | 2,419 | 0.01% | 0.01% | 5 | +198 | 0.37% | Q4 2025 | Feb 05, 2026 |
| Rothschild Wealth LLC | History | Reduced | 30,639 | 1,363 | 0.13% | 0.31% | 6 | -2,575 | -7.75% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 28,163 | 1,253 | 0.02% | 0.01% | 7 | +9,901 | 54.22% | Q4 2025 | Feb 10, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 18,336 | 816 | 0.39% | 0.31% | 8 | +2,180 | 13.49% | Q4 2025 | Feb 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 11,459 | 510 | 0.0% | 0.0% | 9 | +3,573 | 45.31% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 10,588 | 471 | 0.0% | 0.0% | 10 | -23 | -0.22% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Reduced | 1,242 | 55 | 0.0% | 0.0% | 11 | -9 | -0.72% | Q4 2025 | Jan 26, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,061 | 47 | 0.02% | 0.03% | 12 | -1,061 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 439 | 19 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 397 | 17 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 230 | 10 | 0.0% | 0.0% | 15 | -2 | -0.86% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 199 | 8 | 0.0% | 0.0% | 16 | -2,398 | -92.34% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | No change | 170 | 7 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Oct 09, 2025 |