Creative Planning - ADVISORSHARES TR ownership

ADVISORSHARES TR's ticker is MSOS and the CUSIP is 00768Y453. A total of 168 filers reported holding ADVISORSHARES TR in Q3 2023. The put-call ratio across all filers is 0.24 and the average weighting 0.3%.

Quarter-by-quarter ownership
Creative Planning ownership history of ADVISORSHARES TR
ValueSharesWeighting
Q3 2023$3,216
-96.9%
405
-96.5%
0.00%
Q3 2022$103,000
-53.6%
11,592
+108.9%
0.00%
Q2 2021$222,000
-47.3%
5,548
-56.0%
0.00%
-100.0%
Q1 2021$421,00012,6150.00%
Other shareholders
ADVISORSHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Cheyne Capital Management (UK) LLP 180,401$5,693,0003.39%
Navis Wealth Advisors, LLC 103,589$3,269,0002.28%
Financial Enhancement Group LLC 350,487$11,061,0002.09%
Danda Trouve Investment Management, Inc. 46,535$1,469,0001.77%
Raffles Associates 50,000$1,578,0001.46%
PEAK FINANCIAL ADVISORS LLC 50,553$1,595,0001.40%
HARBERT FUND ADVISORS, INC. 120,000$3,787,0001.34%
Zuckerman Investment Group, LLC 244,607$7,720,0001.28%
Gerber Kawasaki Wealth & Investment Management 232,606$7,341,0000.95%
INTREPID CAPITAL MANAGEMENT INC 54,142$1,709,0000.84%
View complete list of ADVISORSHARES TR shareholders