DOSSIER · 13F Holders · Q2 2026

ADVISORSHARES TR

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

CUSIP 00768Y479·13 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$85M
visible holders
Holders
13
filers reporting
Concentration
88.63%
Virtus Wealth Solutions LLC #1
top holder share
AI Holders Summary · Q2 2026

13 institutions reported ADVISORSHARES TR in Q2 2026. Virtus Wealth Solutions LLC leads at 88.6% 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
$1M26K0.00%Q1 2026
04
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$692K16K0.00%Q1 2026
05
LPL Financial LLC
CIK 0001403438
$509K12K0.00%Q1 2026
06
Private Advisor Group, LLC
CIK 0001567755
$490K11K0.00%Q1 2026
07
Private Advisory Group LLC
CIK 0001632965
$416K10K0.03%Q1 2026
08
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$367K9K0.00%Q1 2026
09
EWA, LLC
CIK 0001835252
$254K5K0.05%Q2 2026
10
Farther Finance Advisors, LLC
CIK 0001992825
$247K5K0.00%Q2 2026
11
MORGAN STANLEY
CIK 0000895421
$74K2K0.00%Q1 2026
12
UBS Group AG
CIK 0001610520
$51K1K0.00%Q1 2026
13
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025