13F Insight
DOSSIER · 13F Holders · Q2 2026

ADVISORSHARES TR

21 institutions still hold ADVISORSHARES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00768Y289·21 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$6M
visible holders
Holders
21
filers reporting
Concentration
33.83%
CITADEL ADVISORS LLC #1
top holder share
AI Holders Summary · Q2 2026

21 institutions reported ADVISORSHARES TR in Q2 2026. CITADEL ADVISORS LLC leads at 33.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CITADEL ADVISORS LLC
CIK 0001423053
$2M639K0.00%Q2 202602
RAFFLES ASSOCIATES LP
CIK 0001169581
$1M391K0.58%Q2 202603
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M346K0.00%Q2 202604
WOLVERINE TRADING, LLC
CIK 0000927337
$476K52K0.00%Q3 202505
HOWARD FINANCIAL SERVICES, LTD.
CIK 0001768130
$402K120K0.04%Q2 202606
FNY Investment Advisers, LLC
CIK 0001742998
$158K74K0.07%Q1 202607
StoneX Group Inc.
CIK 0000913760
$135K37K0.01%Q2 202608
Pacific Excel Wealth Advisors, Inc.
CIK 0002110884
$111K33K0.04%Q2 202609
Heritage Family Offices, LLP
CIK 0002019316
$111K33K0.04%Q2 202610
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$86K40K0.00%Q1 202611
UBS Group AG
CIK 0001610520
$77K23K0.00%Q2 202612
Farringdon Capital, Ltd.
CIK 0001750980
$43K13K0.02%Q2 202613
Beacon Pointe Advisors, LLC
CIK 0001744317
$42K13K0.00%Q2 202614
TWO SIGMA SECURITIES, LLC
CIK 0001450144· Market maker
$40K12K0.00%Q2 202615
CIBC Private Wealth Group LLC
CIK 0001298088
$18K4K0.00%Q4 202516
MORGAN STANLEY
CIK 0000895421
$13K4K0.00%Q2 202617
Federation des caisses Desjardins du Quebec
CIK 0002022297
$4K1K0.00%Q2 202618
IFP Advisors, Inc
CIK 0001641866
$3351000.00%Q2 202619
JPMORGAN CHASE & CO
CIK 0000019617
$184600.00%Q2 202620
Tower Research Capital LLC (TRC)
CIK 0001533421
$310.00%Q2 2026
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