ADVISORSHARES TR
CUSIP 00768Y438
Advisorshares Tr has 17 institutional holders in Filings Flow’s 13F database, together reporting 540.6K shares worth $21M as of Q1 2026. The largest reported holders are Encompass More Asset Management, Professional Financial Advisors, LLC, and Osaic Holdings, Inc..
Institutional Holders
17
Q1 2026
Reported Value
$21M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Encompass More Asset Management$597M AUM | 1.59% | $10M | 224.5K | Q1 2026OLDER |
| Professional Financial Advisors, LLC$578M AUM | 0.55% | $3M | 65.2K | Q2 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.36% | $731,668 | 17.3K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.12% | $1M | 30.6K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.02% | $44,924 | 1.1K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $740,136 | 17.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 51.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 39.3K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.00% | $1,718 | 40 | Q3 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $16,048 | 379 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $18,588 | 439 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $52,589 | 1.2K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 26.3K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $458,182 | 10.8K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $8,045 | 190 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $9,739 | 230 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $21,086 | 498 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.