ADVISORSHARES TR
CUSIP 00768Y420
Advisorshares Tr has 12 institutional holders in Filings Flow’s 13F database, together reporting 3.55M shares worth $80M as of Q4 2022. The largest reported holders are Ae Wealth Management LLC, Mach-1 Financial Group, LLC, and Coppell Advisory Solutions Corp..
Institutional Holders
12
Q4 2022
Reported Value
$80M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Mach-1 Financial Group, LLC$284M AUM | 3.21% | $8M | 348.3K | Q3 2023 |
| Coppell Advisory Solutions LLC$170M AUM | 0.59% | $2M | 76.4K | Q3 2023 |
| Coppell Advisory Solutions Corp.$531M AUM | 0.57% | $2M | 76.0K | Q1 2023OLDER |
| IAMS WEALTH MANAGEMENT, LLC$332M AUM | 0.29% | $425,131 | 19.1K | Q3 2023 |
| Nicholas Wealth, LLC.$145M AUM | 0.17% | $186,417 | 8.4K | Q3 2023 |
| AE Wealth Management LLC$18.5B AUM | 0.05% | $8M | 363.5K | Q3 2023 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $467,595 | 19.4K | Q2 2023OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.01% | $177,043 | 7.8K | Q4 2022OLDER |
| MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM | 0.00% | $2,732 | 121 | Q4 2022OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $527 | 23.7K | Q3 2023 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $215,323 | 9.7K | Q3 2023 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $745 | 33 | Q4 2022OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $1,690 | 76 | Q3 2023 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.