AdvisorShares Trust - QPX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Encompass More Asset Management | History | Reduced | 223,439 | 10,786 | 1.52% | 1.68% | 1 | -12,564 | -5.32% | Q3 2026 | Oct 16, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 64,991 | 3,137 | 0.53% | 0.55% | 2 | -229 | -0.35% | Q3 2026 | Oct 13, 2026 |
| Cetera Investment Advisers | History | No change | 35,893 | 1,753 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rothschild Wealth LLC | History | No change | 30,639 | 1,496 | 0.12% | 0.12% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 17,038 | 832 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 12,857 | 628 | 0.26% | 0.26% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 10,891 | 532 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 5,266 | 257 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 4,986 | 243 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,061 | 51 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 806 | 39 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 439 | 21 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 227 | 11 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 221 | 10 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GK Wealth Management LLC | History | New | 100 | 4 | 0.0% | — | 15 | +100 | New | Q3 2026 | Oct 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -54,234 | -100.0% | Q3 2026 | Nov 02, 2026 |