DOSSIER · 13F Holders · Q2 2026
DWSH

ADVISORSHARES TR

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

CUSIP 00768Y529·9 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$5M
visible holders
Holders
9
filers reporting
Concentration
79.66%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q2 2026

9 institutions reported DWSH in Q2 2026. RAYMOND JAMES FINANCIAL INC leads at 79.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M644K0.00%Q2 2026
02
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$704K112K0.00%Q2 2026
03
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$217K33K0.00%Q1 2026
04
HANOVER ADVISORS INC
CIK 0000914973
$72K11K0.03%Q2 2026
05
ROYAL BANK OF CANADA
CIK 0001000275
$21K3K0.00%Q2 2026
06
OSAIC HOLDINGS, INC.
CIK 0001677044
$16K3K0.00%Q2 2026
07
MORGAN STANLEY
CIK 0000895421
$810.00%Q2 2026
08
WELLS FARGO & COMPANY/MN
CIK 0000072971
$510.00%Q2 2026
09
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025