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

ADVISORSHARES TR

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

CUSIP 00768Y438·17 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$23M
visible holders
Holders
17
filers reporting
Concentration
50.74%
Encompass More Asset Management #1
top holder share
AI Holders Summary · Q2 2026

17 institutions reported QPX in Q2 2026. Encompass More Asset Management leads at 50.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Encompass More Asset Management
CIK 0002011218
$12M236K1.68%Q2 202602
Professional Financial Advisors, LLC
CIK 0001798221
$3M65K0.55%Q2 202603
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M54K0.01%Q1 202604
Cetera Investment Advisers
CIK 0001666741
$2M36K0.00%Q2 202605
Rothschild Wealth LLC
CIK 0001811345
$1M31K0.12%Q2 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$832K17K0.00%Q2 202607
Legacy Wealth Managment, LLC/ID
CIK 0002045082
$628K13K0.26%Q2 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$532K11K0.00%Q2 202609
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$257K5K0.00%Q2 202610
CWM, LLC
CIK 0001535847
$53K1K0.00%Q1 202611
AMERIFLEX GROUP, INC.
CIK 0002057637
$52K1K0.02%Q2 202612
UBS Group AG
CIK 0001610520
$39K8060.00%Q2 202613
Aptus Capital Advisors, LLC
CIK 0001664193
$21K4390.00%Q2 202614
Sunbelt Securities, Inc.
CIK 0001632932
$16K3790.00%Q1 202615
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$11K2270.00%Q2 202616
AE Wealth Management LLC
CIK 0001697723
$11K2210.00%Q2 202617
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025