13F Insight
DOSSIER · 13F Holders · Q2 2026
AADR

ADVISORSHARES TR

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

CUSIP 00768Y206·31 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$16M
visible holders
Holders
31
filers reporting
Concentration
20.34%
Integrated Wealth Concepts LLC #1
top holder share
AI Holders Summary · Q2 2026

31 institutions reported AADR in Q2 2026. Integrated Wealth Concepts LLC leads at 20.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Integrated Wealth Concepts LLC
CIK 0001737109
$3M41K0.02%Q2 202602
LPL Financial LLC
CIK 0001403438
$3M34K0.00%Q2 202603
MORGAN STANLEY
CIK 0000895421
$2M29K0.00%Q2 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M21K0.00%Q2 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M13K0.00%Q2 202606
Virtu Financial LLC
CIK 0001533964· Market maker
$707K9K0.03%Q1 202607
Prospera Financial Services Inc
CIK 0001541625
$610K7K0.01%Q2 202608
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$487K6K0.00%Q1 202609
WealthShield Partners, LLC
CIK 0001729303
$451K5K0.07%Q2 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$448K5K0.00%Q2 202611
TRUIST FINANCIAL CORP
CIK 0000092230
$448K5K0.00%Q2 202612
Janney Montgomery Scott LLC
CIK 0001329948
$392K5K0.00%Q1 202613
PFG Advisors
CIK 0001694435
$378K5K0.02%Q2 202614
STRATEGY ASSET MANAGERS LLC
CIK 0001166716
$279K3K0.04%Q2 202615
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$266K3K0.00%Q2 202616
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$261K3K0.00%Q2 202617
Aptus Capital Advisors, LLC
CIK 0001664193
$191K2K0.00%Q2 202618
Institute for Wealth Management, LLC.
CIK 0001533954
$99K1K0.01%Q2 202619
Keating Financial Advisory Services, Inc.
CIK 0002103443
$61K7450.01%Q2 202620
Federation des caisses Desjardins du Quebec
CIK 0002022297
$31K3780.00%Q2 2026
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