DOSSIER · 13F Holders · Q2 2026
VICE

ADVISORSHARES TR

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

CUSIP 00768Y545·10 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$307K
visible holders
Holders
10
filers reporting
Concentration
66.18%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC #1
top holder share
AI Holders Summary · Q2 2026

10 institutions reported VICE in Q2 2026. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC leads at 66.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$203K6K0.00%Q2 2026
02
Financial Perspectives, Inc
CIK 0002003287
$94K3K0.02%Q2 2026
03
OSAIC HOLDINGS, INC.
CIK 0001677044
$3K1000.00%Q2 2026
04
AMERIFLEX GROUP, INC.
CIK 0002057637
$3K1000.00%Q2 2026
05
FINANCIAL CONSULATE, INC
CIK 0001624510
$2K500.00%Q2 2026
06
MORGAN STANLEY
CIK 0000895421
$1K350.00%Q2 2026
07
Smallwood Wealth Investment Management, LLC
CIK 0001921304
$499150.00%Q2 2026
08
CITIGROUP INC
CIK 0000831001
$3310.00%Q2 2026
09
WELLS FARGO & COMPANY/MN
CIK 0000072971
$1600.00%Q2 2026
10
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025