SEC 13F Intelligence

ADVISORSHARES TR

CUSIP 00768Y370

Advisorshares Tr has 2 institutional holders in Filings Flow’s 13F database, together reporting 950.0K shares worth $22M as of Q1 2026. The largest reported holders are Gerber Kawasaki Wealth & Investment Management, Morgan Stanley, and Osaic Holdings, Inc..

Institutional Holders
2
Q1 2026
Reported Value
$22M
Ticker
unmapped
private placement or foreign
Quarters Tracked
4

Ownership Trend

Institutional holders
Q4 ’21: 5Q4 ’21Q4 ’22: 3Q4 ’22Q4 ’25: 3Q4 ’25Q1 ’26: 2Q1 ’26filingsflow.com
Total reported value
Q4 ’21: $14MQ4 ’21Q4 ’22: $7MQ4 ’22Q4 ’25: $24MQ4 ’25Q1 ’26: $22MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Gerber Kawasaki Wealth & Investment Management$3.1B AUM0.71%$22M948.3KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$23,193905Q4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$43,5621.7KQ1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.