SEC 13F Intelligence

QPXADVISORSHARES TR

CUSIP 00768Y438 · Yahoo Finance ↗ · Google Finance ↗

Advisorshares Tr (QPX) has 17 institutional holders in Filings Flow’s 13F database, together reporting 540.6K shares worth $23M as of Q1 2026. The largest reported holders are Encompass More Asset Management, Professional Financial Advisors, LLC, and Cambridge Investment Research Advisors, Inc..

Institutional Holders
17
Q1 2026
Reported Value
$23M
Ticker
QPX
Quarters Tracked
22

Ownership Trend

Institutional holders
Q4 ’20: 2Q4 ’20Q1 ’21: 10Q2 ’21: 15Q3 ’21: 18Q3 ’21Q4 ’21: 16Q1 ’22: 15Q2 ’22: 10Q2 ’22Q3 ’22: 13Q4 ’22: 12Q1 ’23: 13Q1 ’23Q2 ’23: 12Q3 ’23: 8Q4 ’23: 10Q4 ’23Q1 ’24: 10Q2 ’24: 10Q3 ’24: 11Q3 ’24Q4 ’24: 15Q1 ’25: 14Q2 ’25: 19Q2 ’25Q3 ’25: 18Q4 ’25: 17Q1 ’26: 17Q1 ’26filingsflow.com
Total reported value
Q4 ’20: $314,000Q4 ’20Q1 ’21: $8MQ2 ’21: $30MQ3 ’21: $37MQ3 ’21Q4 ’21: $75MQ1 ’22: $61MQ2 ’22: $21MQ2 ’22Q3 ’22: $25MQ4 ’22: $12MQ1 ’23: $10MQ1 ’23Q2 ’23: $14MQ3 ’23: $12MQ4 ’23: $15MQ4 ’23Q1 ’24: $20MQ2 ’24: $18MQ3 ’24: $27MQ3 ’24Q4 ’24: $20MQ1 ’25: $17MQ2 ’25: $21MQ2 ’25Q3 ’25: $25MQ4 ’25: $25MQ1 ’26: $23MQ1 ’26filingsflow.com

Holders

··Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
Encompass More Asset Management$597M AUM1.59%$10M224.5KQ1 2026
Professional Financial Advisors, LLC$578M AUM0.56%$3M64.7KQ1 2026
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.01%$2M54.5KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2M51.0KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$2M39.3KQ1 2026
Rothschild Wealth LLC$1.1B AUM0.12%$1M30.6KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$1M26.3KQ1 2026
Legacy Investment Solutions, LLC$192M AUM0.39%$742,09119.2KQ2 2025OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.01%$740,13617.5KQ1 2026
Legacy Wealth Managment, LLC/ID$201M AUM0.36%$731,66817.3KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$458,18210.8KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$231,1076.0KQ2 2025OLDER
CWM, LLC$38.1B AUM0.00%$52,5891.2KQ1 2026
AMERIFLEX GROUP, INC.$198M AUM0.02%$44,9241.1KQ1 2026
UBS Group AG$666.3B AUM0.00%$21,086498Q1 2026
Aptus Capital Advisors, LLC$12.7B AUM0.00%$18,588439Q1 2026
Sunbelt Securities, Inc.$1.6B AUM0.00%$16,048379Q1 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$9,739230Q1 2026
AE Wealth Management LLC$18.5B AUM0.00%$8,045190Q1 2026
ASSETMARK, INC$49.0B AUM0.00%$3,40988Q2 2025OLDER
North Capital, Inc.$118M AUM0.00%$1,71840Q3 2025OLDER
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM—$00Q2 2025OLDER

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