DOSSIER · 13F Holders · Q2 2026

ADVISORSHARES TR

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

CUSIP 00768Y479·14 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$85M
visible holders
Holders
14
filers reporting
Concentration
88.27%
Virtus Wealth Solutions LLC #1
top holder share
AI Holders Summary · Q2 2026

14 institutions reported ADVISORSHARES TR in Q2 2026. Virtus Wealth Solutions LLC leads at 88.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Virtus Wealth Solutions LLC
CIK 0002045870
$75M1.5M10.26%Q2 2026
02
Prospera Financial Services Inc
CIK 0001541625
$5M107K0.08%Q2 2026
03
MML INVESTORS SERVICES, LLC
CIK 0000701059
$1M25K0.00%Q2 2026
04
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$763K15K0.00%Q2 2026
05
LPL Financial LLC
CIK 0001403438
$607K12K0.00%Q2 2026
06
Private Advisor Group, LLC
CIK 0001567755
$544K11K0.00%Q2 2026
07
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$444K9K0.00%Q2 2026
08
EWA, LLC
CIK 0001835252
$254K5K0.05%Q2 2026
09
Farther Finance Advisors, LLC
CIK 0001992825
$247K5K0.00%Q2 2026
10
ADVISORTRUST PARTNERS, LLC
CIK 0002115523
$209K4K0.07%Q2 2026
11
UBS Group AG
CIK 0001610520
$107K2K0.00%Q2 2026
12
MORGAN STANLEY
CIK 0000895421
$89K2K0.00%Q2 2026
13
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$2K410.00%Q2 2026
14
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025