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

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 00768Y297·21 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2M
visible holders
Holders
21
filers reporting
Concentration
29.19%
CIBC Bancorp USA Inc. #1
top holder share
AI Holders Summary · Q2 2026

21 institutions reported PSIL in Q2 2026. CIBC Bancorp USA Inc. leads at 29.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CIBC Bancorp USA Inc.
CIK 0001711924
$712K30K0.00%Q2 202602
CIBC Private Wealth Group LLC
CIK 0001298088
$508K30K0.00%Q4 202503
Belvedere Trading LLC
CIK 0001632341
$422K18K0.00%Q2 202604
SIMPLEX TRADING, LLC
CIK 0001488542
$306K13K0.00%Q2 202605
Vigilare Wealth Management
CIK 0001730889
$212K9K0.06%Q2 202606
TRUIST FINANCIAL CORP
CIK 0000092230
$205K9K0.00%Q2 202607
Versant Capital Management, Inc
CIK 0001735057
$19K7900.00%Q2 202608
Farther Finance Advisors, LLC
CIK 0001992825
$18K7560.00%Q2 202609
MORGAN STANLEY
CIK 0000895421
$10K3990.00%Q2 202610
ACTION POINT FINANCIAL PLANNING, LLC
CIK 0002116119
$7K3000.00%Q2 202611
MCGUIRE CAPITAL ADVISORS INC
CIK 0002112006
$7K2860.00%Q2 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$5K2000.00%Q2 202613
Integrated Wealth Concepts LLC
CIK 0001737109
$4K1500.00%Q2 202614
ROYAL BANK OF CANADA
CIK 0001000275
$3K1110.00%Q2 202615
NATIONAL BANK OF CANADA /FI/
CIK 0000926171
$2K820.00%Q2 202616
HOLLENCREST CAPITAL MANAGEMENT
CIK 0001161722
$914380.00%Q2 202617
Allworth Financial LP
CIK 0001555170
$530220.00%Q2 202618
Axiom Investment Management LLC
CIK 0001513703
$241100.00%Q2 202619
CWM, LLC
CIK 0001535847
$5130.00%Q1 202620
JPMORGAN CHASE & CO
CIK 0000019617
$2510.00%Q2 2026
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